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
2501
$5K ﹤0.01%
+109
2502
$5K ﹤0.01%
+215
2503
$5K ﹤0.01%
+293
2504
$5K ﹤0.01%
+46
2505
$5K ﹤0.01%
+47
2506
$5K ﹤0.01%
+200
2507
$5K ﹤0.01%
+303
2508
$5K ﹤0.01%
+232
2509
$5K ﹤0.01%
+607
2510
$5K ﹤0.01%
+189
2511
$5K ﹤0.01%
+63
2512
$5K ﹤0.01%
+50
2513
$5K ﹤0.01%
+100
2514
$5K ﹤0.01%
+465
2515
$5K ﹤0.01%
+250
2516
$5K ﹤0.01%
+57
2517
$5K ﹤0.01%
+291
2518
$5K ﹤0.01%
+200
2519
$5K ﹤0.01%
+357
2520
$5K ﹤0.01%
+100
2521
$5K ﹤0.01%
+340
2522
$5K ﹤0.01%
+180
2523
$5K ﹤0.01%
+125
2524
$5K ﹤0.01%
+4
2525
$5K ﹤0.01%
+160