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
2351
$6K ﹤0.01%
100
-60,747
2352
$6K ﹤0.01%
19,309
-12,364
2353
$6K ﹤0.01%
3,374
2354
$6K ﹤0.01%
100
2355
$6K ﹤0.01%
+103
2356
$6K ﹤0.01%
1,115
+15
2357
$6K ﹤0.01%
1,551
2358
$6K ﹤0.01%
3,000
2359
$6K ﹤0.01%
7,927
+7,827
2360
$5K ﹤0.01%
100
2361
$5K ﹤0.01%
627
-300
2362
$5K ﹤0.01%
110
-10
2363
$5K ﹤0.01%
+171
2364
$5K ﹤0.01%
529
2365
$5K ﹤0.01%
+100
2366
$5K ﹤0.01%
+211
2367
$5K ﹤0.01%
100
-200
2368
$5K ﹤0.01%
+121
2369
$5K ﹤0.01%
276
2370
$5K ﹤0.01%
184
-3,467
2371
$5K ﹤0.01%
314
-449
2372
$5K ﹤0.01%
180
-1,633
2373
$5K ﹤0.01%
252
-48
2374
$5K ﹤0.01%
+268
2375
$5K ﹤0.01%
3
+2
93 94
95
96 97