CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,646
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$128M
3 +$16.7M
4
KMI icon
Kinder Morgan
KMI
+$15.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.9%
2 Communication Services 17.12%
3 Healthcare 9.7%
4 Energy 8.46%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$5K ﹤0.01%
+119
2477
$5K ﹤0.01%
+635
2478
$5K ﹤0.01%
+100
2479
$5K ﹤0.01%
+1,437
2480
$5K ﹤0.01%
+529
2481
$5K ﹤0.01%
+86
2482
$5K ﹤0.01%
+3,510
2483
$5K ﹤0.01%
+129
2484
$5K ﹤0.01%
+2,155
2485
$5K ﹤0.01%
+509
2486
$5K ﹤0.01%
+853
2487
$5K ﹤0.01%
+124
2488
$5K ﹤0.01%
+179
2489
$5K ﹤0.01%
+54
2490
$5K ﹤0.01%
+584
2491
$5K ﹤0.01%
+466
2492
$5K ﹤0.01%
+500
2493
$5K ﹤0.01%
+156
2494
$5K ﹤0.01%
+3,380
2495
$5K ﹤0.01%
+73
2496
$5K ﹤0.01%
+218
2497
$5K ﹤0.01%
+2,577
2498
$5K ﹤0.01%
+148
2499
$5K ﹤0.01%
+331
2500
$5K ﹤0.01%
+87