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
$1.42B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,910
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$33.3M
3
+$29.3M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$23.7M
5
GLD icon
SPDR Gold Trust
GLD
+$22.4M

Top Sells

1
+$28.6M
2
+$7.94M
3
+$6.29M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.05M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$5.89M

Sector Composition

1 Communication Services 13.88%
2 Technology 12.15%
3 Healthcare 10.87%
4 Energy 7.31%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$13K ﹤0.01%
633
-632
2002
$13K ﹤0.01%
2,245
-9,485
2003
$13K ﹤0.01%
2,282
-300
2004
$13K ﹤0.01%
+20
2005
$13K ﹤0.01%
1,200
-496
2006
$13K ﹤0.01%
588
-1,186
2007
$13K ﹤0.01%
441
+200
2008
$13K ﹤0.01%
858
-335
2009
$13K ﹤0.01%
1,356
-1,982
2010
$13K ﹤0.01%
1,142
+940
2011
$13K ﹤0.01%
+475
2012
$13K ﹤0.01%
408
-498
2013
$13K ﹤0.01%
3,475
-5,131
2014
$13K ﹤0.01%
2,469
+1,719
2015
$13K ﹤0.01%
887
-8,300
2016
$13K ﹤0.01%
500
2017
$12K ﹤0.01%
+250
2018
$12K ﹤0.01%
4
2019
$12K ﹤0.01%
3,623
-767
2020
$12K ﹤0.01%
299
-1,054
2021
$12K ﹤0.01%
858
+186
2022
$12K ﹤0.01%
444
-500
2023
$12K ﹤0.01%
1,555
+1,161
2024
$12K ﹤0.01%
3,570
2025
$12K ﹤0.01%
682
+292
79 80
81
82 83