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
$1.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,646
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$128M
3
+$16.7M
4
KMI icon
Kinder Morgan
KMI
+$15.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.9%
2 Communication Services 17.12%
3 Healthcare 9.7%
4 Energy 8.46%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$16K ﹤0.01%
+689
1977
$16K ﹤0.01%
+179
1978
$16K ﹤0.01%
+1,700
1979
$16K ﹤0.01%
+24,860
1980
$16K ﹤0.01%
+726
1981
$15K ﹤0.01%
+1,500
1982
$15K ﹤0.01%
+612
1983
$15K ﹤0.01%
+15,408
1984
$15K ﹤0.01%
+2,317
1985
$15K ﹤0.01%
+300
1986
$15K ﹤0.01%
+972
1987
$15K ﹤0.01%
+569
1988
$15K ﹤0.01%
+727
1989
$15K ﹤0.01%
+1,436
1990
$15K ﹤0.01%
+1,347
1991
$15K ﹤0.01%
+176
1992
$15K ﹤0.01%
+420
1993
$15K ﹤0.01%
+809
1994
$15K ﹤0.01%
+304
1995
$15K ﹤0.01%
+9,084
1996
$15K ﹤0.01%
+179
1997
$15K ﹤0.01%
+555
1998
$15K ﹤0.01%
+990
1999
$15K ﹤0.01%
+1,600
2000
$15K ﹤0.01%
+3,034
78 79
80
81 82