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
2326
$6K ﹤0.01%
801
+300
2327
$6K ﹤0.01%
700
-1,511
2328
$6K ﹤0.01%
+144
2329
$6K ﹤0.01%
+350
2330
$6K ﹤0.01%
+142
2331
$6K ﹤0.01%
120
2332
$6K ﹤0.01%
+87
2333
$6K ﹤0.01%
812
-2,748
2334
$6K ﹤0.01%
+202
2335
$6K ﹤0.01%
120
+60
2336
$6K ﹤0.01%
315
2337
$6K ﹤0.01%
1,524
2338
$6K ﹤0.01%
+234
2339
$6K ﹤0.01%
400
-27,966
2340
$6K ﹤0.01%
1,480
-3,700
2341
$6K ﹤0.01%
500
-600
2342
$6K ﹤0.01%
200
+170
2343
$6K ﹤0.01%
2,213
-16,109
2344
$6K ﹤0.01%
776
-5,544
2345
$6K ﹤0.01%
286
-1,244
2346
$6K ﹤0.01%
199
-1,766
2347
$6K ﹤0.01%
470
-7,973
2348
$6K ﹤0.01%
330
-20
2349
$6K ﹤0.01%
2,126
-29
2350
$6K ﹤0.01%
1,624