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
2526
$5K ﹤0.01%
+124
2527
$5K ﹤0.01%
+200
2528
$5K ﹤0.01%
+74
2529
$5K ﹤0.01%
+382
2530
$5K ﹤0.01%
+184
2531
$5K ﹤0.01%
+2,155
2532
$5K ﹤0.01%
+302
2533
$5K ﹤0.01%
+1,516
2534
$5K ﹤0.01%
+431
2535
$5K ﹤0.01%
+3,284
2536
$5K ﹤0.01%
+52
2537
$5K ﹤0.01%
+200
2538
$5K ﹤0.01%
+781
2539
$5K ﹤0.01%
+26,740
2540
$5K ﹤0.01%
+17,984
2541
$5K ﹤0.01%
+431
2542
$5K ﹤0.01%
+200
2543
$5K ﹤0.01%
+94
2544
$5K ﹤0.01%
+364
2545
$4K ﹤0.01%
+215
2546
$4K ﹤0.01%
+209
2547
$4K ﹤0.01%
+193
2548
$4K ﹤0.01%
+752
2549
$4K ﹤0.01%
+26
2550
$4K ﹤0.01%
+285