CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,372
New
Increased
Reduced
Closed

Top Buys

1
+$65.4M
2
+$60M
3
+$48.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.3M
5
JPM icon
JPMorgan Chase
JPM
+$37.5M

Top Sells

1
+$229M
2
+$52.6M
3
+$45.8M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$27.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$23.9M

Sector Composition

1 Consumer Discretionary 26.19%
2 Technology 16.44%
3 Communication Services 9.78%
4 Financials 7.95%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$2K ﹤0.01%
49
-586
1952
$2K ﹤0.01%
+466
1953
$2K ﹤0.01%
+220
1954
$2K ﹤0.01%
100
+25
1955
$2K ﹤0.01%
356
-700
1956
$2K ﹤0.01%
100
-1,654
1957
$2K ﹤0.01%
100
-3,694
1958
$2K ﹤0.01%
+100
1959
$2K ﹤0.01%
100
-100
1960
$2K ﹤0.01%
1,285
1961
$2K ﹤0.01%
50
+39
1962
$2K ﹤0.01%
119
1963
$2K ﹤0.01%
476
-281
1964
$2K ﹤0.01%
61
-4,036
1965
$2K ﹤0.01%
384
-202
1966
$2K ﹤0.01%
+50
1967
$2K ﹤0.01%
100
-100
1968
$2K ﹤0.01%
1
1969
$2K ﹤0.01%
258
-3,582
1970
$2K ﹤0.01%
+80
1971
$2K ﹤0.01%
+52
1972
$1K ﹤0.01%
+487
1973
$1K ﹤0.01%
110
-420
1974
– –
0
1975
$1K ﹤0.01%
400
77 78
79
80 81