CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 27.33%
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,222
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$4.13M
3
+$3.87M
4
ALB icon
Albemarle
ALB
+$3.61M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.12M

Top Sells

1
+$30M
2
+$18.1M
3
+$12M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.5M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$10M

Sector Composition

1 Technology 24.41%
2 Consumer Discretionary 11.95%
3 Financials 8.37%
4 Communication Services 5.84%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
0
1952
– –
-10,578
1953
– –
-2,220
1954
– –
0
1955
– –
-1,497
1956
– –
-780
1957
– –
-5,749
1958
– –
0
1959
– –
-2,263
1960
– –
0
1961
– –
-252
1962
– –
0
1963
– –
-1,770
1964
– –
-153
1965
$0 ﹤0.01%
15
-58
1966
– –
0
1967
– –
-1,015
1968
$0 ﹤0.01%
+312
1969
– –
0
1970
– –
-291
1971
$0 ﹤0.01%
114
-200
1972
– –
-172
1973
– –
-100
1974
– –
-2,800
1975
– –
-219
77 78
79
80 81