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
251
$822K 0.04%
155,207
+90,958
252
$812K 0.04%
50,050
+32,689
253
$810K 0.04%
60,005
-7,218
254
$809K 0.04%
5,300
-2,989
255
$803K 0.04%
21,760
-2,013
256
$799K 0.04%
+24,525
257
$799K 0.04%
7,928
-22,542
258
$797K 0.04%
9,276
+2,733
259
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+3,344
260
$792K 0.04%
10,150
-22,680
261
$791K 0.04%
11,491
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262
$790K 0.04%
20,073
-9,684
263
$787K 0.04%
63,663
+19,880
264
$784K 0.04%
26,529
+7,953
265
$782K 0.04%
18,796
-22,792
266
$779K 0.04%
19,298
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267
$775K 0.04%
20,197
-63,170
268
$771K 0.04%
6,584
-12,472
269
$768K 0.04%
9,978
+3,116
270
$767K 0.04%
10,923
-3,265
271
$765K 0.04%
+5,585
272
$763K 0.04%
5,805
-1,422
273
$762K 0.04%
+7,799
274
$758K 0.04%
5,000
+2,591
275
$754K 0.04%
8,976
+8,068
9 10
11
12 13