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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2601
– –
-483
2602
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0
2603
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2604
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2605
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-300
2606
– –
-6,680
2607
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-2,800
2608
$0 ﹤0.01%
796
-1,604
2609
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0
2610
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2611
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0
2612
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-11,798
2613
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-749
2614
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0
2615
$0 ﹤0.01%
+40
2616
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-3,100
2617
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0
2618
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-18,473
2619
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0
2620
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-600
2621
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-2,101
2622
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-25,759
2623
– –
0
2624
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0
2625
– –
0
103 104
105
106 107