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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.31M 0.05%
29,757
-19,949
227
$1.3M 0.05%
+4,779
228
$1.3M 0.05%
20,966
-7,605
229
$1.3M 0.05%
7,600
+2,961
230
$1.3M 0.05%
30,312
+21,707
231
$1.3M 0.05%
+17,909
232
$1.29M 0.05%
11,436
+8,334
233
$1.28M 0.05%
+20,051
234
$1.28M 0.05%
48,750
+25,791
235
$1.27M 0.05%
5,475
+2,125
236
$1.25M 0.05%
18,600
+15,019
237
$1.23M 0.05%
8,367
-11,976
238
$1.22M 0.05%
50,808
+34,352
239
$1.22M 0.05%
28,956
+18,924
240
$1.2M 0.05%
4,840
+2,245
241
$1.2M 0.05%
+4,278
242
$1.2M 0.05%
48,864
-390
243
$1.2M 0.05%
45,742
+41,086
244
$1.19M 0.05%
67,223
+67,123
245
$1.18M 0.05%
9,019
-1,107
246
$1.17M 0.05%
7,897
+982
247
$1.17M 0.05%
119,294
+76,513
248
$1.17M 0.05%
15,193
+11,843
249
$1.16M 0.05%
53,370
-65,179
250
$1.16M 0.05%
14,929
+14,920
8 9
10
11 12