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
$2.09B
AUM Growth
-$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,631
New
Increased
Reduced
Closed

Top Buys

1
+$345M
2
+$39.3M
3
+$32.5M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$24.6M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$21.6M

Top Sells

1
+$112M
2
+$38.8M
3
+$34.8M
4
GLD icon
SPDR Gold Trust
GLD
+$32.4M
5
BIIB icon
Biogen
BIIB
+$22.8M

Sector Composition

1 Consumer Discretionary 28.97%
2 Technology 12.14%
3 Healthcare 6.41%
4 Communication Services 6.36%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$7K ﹤0.01%
603
+173
2027
$7K ﹤0.01%
+100
2028
$7K ﹤0.01%
868
-15,805
2029
$7K ﹤0.01%
4,600
2030
$7K ﹤0.01%
314
-4,650
2031
$7K ﹤0.01%
67
-95
2032
$7K ﹤0.01%
234
-150
2033
$7K ﹤0.01%
2,000
+500
2034
$7K ﹤0.01%
423
+29
2035
$7K ﹤0.01%
830
-2,597
2036
$7K ﹤0.01%
563
+25
2037
$7K ﹤0.01%
254
-500
2038
$7K ﹤0.01%
2,100
-2,613
2039
$7K ﹤0.01%
+500
2040
$7K ﹤0.01%
2,075
-38,487
2041
$7K ﹤0.01%
4,906
-703
2042
$7K ﹤0.01%
+560
2043
$7K ﹤0.01%
674
+64
2044
$7K ﹤0.01%
700
2045
$6K ﹤0.01%
600
-3,016
2046
$6K ﹤0.01%
+400
2047
$6K ﹤0.01%
221
-600
2048
$6K ﹤0.01%
200
-200
2049
$6K ﹤0.01%
+100
2050
$6K ﹤0.01%
42
+40
80 81
82
83 84