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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.14M 0.05%
66,154
+60,063
252
$1.13M 0.05%
35,591
+7,449
253
$1.12M 0.05%
5,887
-3,073
254
$1.11M 0.05%
44,039
+14,029
255
$1.11M 0.05%
17,113
+10,512
256
$1.1M 0.05%
13,544
-24,428
257
$1.1M 0.05%
+4,252
258
$1.1M 0.05%
77,699
+61,273
259
$1.09M 0.05%
40,790
+462
260
$1.08M 0.05%
15,200
+14,700
261
$1.08M 0.05%
8,869
-958
262
$1.06M 0.04%
13,980
+680
263
$1.05M 0.04%
9,719
-17,679
264
$1.03M 0.04%
25,678
+10,658
265
$1.03M 0.04%
8,008
+811
266
$1.02M 0.04%
11,467
+10,475
267
$1.02M 0.04%
8,260
+932
268
$1.01M 0.04%
+1,566
269
$1.01M 0.04%
6,680
+4,102
270
$1M 0.04%
27,905
+26,384
271
$1M 0.04%
16,142
-601
272
$991K 0.04%
+9,376
273
$979K 0.04%
+22,594
274
$970K 0.04%
51,896
-3,303
275
$970K 0.04%
14,731
+1,670
9 10
11
12 13