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
$760M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.2M
3
+$12.2M
4
C icon
Citigroup
C
+$10.9M
5
CRM icon
Salesforce
CRM
+$10.6M

Top Sells

1
+$47.5M
2
+$24.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
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2552
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2553
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2554
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2555
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2556
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2559
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$0 ﹤0.01%
69
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2564
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2565
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-583
2566
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-37,089
2570
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2571
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2573
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2574
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-2,354
2575
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-2,124
100 101 102
103
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