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
$1.06B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,936
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$44.9M
3
+$28.6M
4
AXP icon
American Express
AXP
+$7.22M
5
MSFT icon
Microsoft
MSFT
+$7.15M

Top Sells

1
+$82.3M
2
+$13.6M
3
+$11.6M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$10M
5
KMI icon
Kinder Morgan
KMI
+$9.74M

Sector Composition

1 Communication Services 16.79%
2 Technology 11.19%
3 Healthcare 9.28%
4 Energy 7.57%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$9K ﹤0.01%
1,035
-86
2077
$9K ﹤0.01%
659
-880
2078
$9K ﹤0.01%
+600
2079
$9K ﹤0.01%
1,222
+695
2080
$9K ﹤0.01%
1,250
2081
$9K ﹤0.01%
826
-188
2082
$9K ﹤0.01%
1,157
-1,882
2083
$9K ﹤0.01%
142
-768
2084
$9K ﹤0.01%
801
2085
$9K ﹤0.01%
1,716
-1,100
2086
$9K ﹤0.01%
222
-1,567
2087
$9K ﹤0.01%
730
-1,321
2088
$9K ﹤0.01%
+197
2089
$9K ﹤0.01%
+324
2090
$9K ﹤0.01%
507
+100
2091
$9K ﹤0.01%
249
-65
2092
$9K ﹤0.01%
352
+221
2093
$9K ﹤0.01%
592
-1,117
2094
$9K ﹤0.01%
1,258
-928
2095
$9K ﹤0.01%
+1,209
2096
$9K ﹤0.01%
+152
2097
$9K ﹤0.01%
199
+100
2098
$9K ﹤0.01%
295
+50
2099
$9K ﹤0.01%
+511
2100
$9K ﹤0.01%
850
82 83
84
85 86