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
2376
$5K ﹤0.01%
179
-282
2377
$5K ﹤0.01%
93
-1,772
2378
$5K ﹤0.01%
2,028
-5,400
2379
$5K ﹤0.01%
+28
2380
$5K ﹤0.01%
120
+60
2381
$5K ﹤0.01%
4
2382
$5K ﹤0.01%
1,895
2383
$5K ﹤0.01%
5,800
+4,202
2384
$5K ﹤0.01%
2,924
+100
2385
$5K ﹤0.01%
+700
2386
$5K ﹤0.01%
+462
2387
$5K ﹤0.01%
100
2388
$5K ﹤0.01%
627
-300
2389
$5K ﹤0.01%
+121
2390
$5K ﹤0.01%
276
2391
$5K ﹤0.01%
184
-3,467
2392
$5K ﹤0.01%
314
-449
2393
$5K ﹤0.01%
180
-1,633
2394
$5K ﹤0.01%
252
-48
2395
$5K ﹤0.01%
+268
2396
$5K ﹤0.01%
300
-1,414
2397
$5K ﹤0.01%
220
-993
2398
$5K ﹤0.01%
202
2399
$5K ﹤0.01%
+112
2400
$5K ﹤0.01%
148
94 95
96
97 98