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 11.2%
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
2201
$8K ﹤0.01%
+255
2202
$8K ﹤0.01%
+104
2203
$8K ﹤0.01%
190
-353
2204
$8K ﹤0.01%
+300
2205
$8K ﹤0.01%
224
-21,999
2206
$8K ﹤0.01%
+152
2207
$8K ﹤0.01%
+335
2208
$8K ﹤0.01%
313
-705
2209
$8K ﹤0.01%
59
2210
$8K ﹤0.01%
+123
2211
$8K ﹤0.01%
39
-547
2212
$8K ﹤0.01%
956
-1,300
2213
$8K ﹤0.01%
244
2214
$8K ﹤0.01%
1,049
+592
2215
$8K ﹤0.01%
280
2216
$8K ﹤0.01%
500
2217
$8K ﹤0.01%
232
-309
2218
$8K ﹤0.01%
962
-1,143
2219
$8K ﹤0.01%
245
-95
2220
$8K ﹤0.01%
316
-2,115
2221
$8K ﹤0.01%
168
2222
$8K ﹤0.01%
544
-1,255
2223
$8K ﹤0.01%
85
-100
2224
$8K ﹤0.01%
109
-21
2225
$8K ﹤0.01%
852
87 88
89
90 91