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
2026
$12K ﹤0.01%
320
-2,268
2027
$12K ﹤0.01%
+652
2028
$12K ﹤0.01%
984
+468
2029
$12K ﹤0.01%
1,623
-2,105
2030
$12K ﹤0.01%
1,816
2031
$12K ﹤0.01%
+100
2032
$12K ﹤0.01%
215
-120
2033
$12K ﹤0.01%
214
-1,749
2034
$12K ﹤0.01%
311
+101
2035
$12K ﹤0.01%
157
2036
$12K ﹤0.01%
+1,643
2037
$12K ﹤0.01%
+272
2038
$12K ﹤0.01%
+1,200
2039
$12K ﹤0.01%
636
-2,416
2040
$12K ﹤0.01%
+94
2041
$12K ﹤0.01%
100
2042
$12K ﹤0.01%
1,920
-3,100
2043
$12K ﹤0.01%
540
2044
$12K ﹤0.01%
1,558
-3,815
2045
$12K ﹤0.01%
186
2046
$12K ﹤0.01%
1,055
-3,796
2047
$12K ﹤0.01%
304
-4,189
2048
$12K ﹤0.01%
603
2049
$11K ﹤0.01%
+900
2050
$11K ﹤0.01%
1,200
+600
80 81
82
83 84