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 13.54%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
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-9,719
2677
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2678
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2679
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-53,112
2680
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-942
2681
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2682
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2683
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-2,996
2684
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-532
2685
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0
2687
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2688
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-1,501
2689
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-29
2690
$0 ﹤0.01%
14
-169
2691
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5
-811
2692
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$0 ﹤0.01%
+200
2695
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-942
2696
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-1,200
2697
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-6,954
2698
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0
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$0 ﹤0.01%
100
-1,600
2700
– –
0
106 107
108
109 110