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
$1.1B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,540
New
Increased
Reduced
Closed

Top Buys

1 +$51.2M
2 +$21.5M
3 +$18.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.5M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.7M

Top Sells

1 +$30.5M
2 +$18.3M
3 +$13.6M
4
AABA
Altaba Inc
AABA
+$10.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M

Sector Composition

1 Communication Services 16.82%
2 Technology 14.22%
3 Consumer Discretionary 11.71%
4 Financials 6.25%
5 Energy 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
0
2302
-132
2303
-75
2304
-7,505
2305
0
2306
0
2307
-1,220
2308
0
2309
0
2310
-5,348
2311
0
2312
0
2313
0
2314
-1,100
2315
-100
2316
-1,500
2317
0
2318
-211
2319
0
2320
0
2321
0
2322
-451
2323
-500
2324
-2,700
2325
$0 ﹤0.01%
+104