CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1
+$235M
2
+$47M
3
+$38.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$23.3M
5
META icon
Meta Platforms (Facebook)
META
+$22.6M

Top Sells

1
+$71.8M
2
+$30.6M
3
+$19.5M
4
PXD
Pioneer Natural Resource Co.
PXD
+$16.4M
5
BAC icon
Bank of America
BAC
+$14.3M

Sector Composition

1 Technology 11.83%
2 Communication Services 10.45%
3 Consumer Discretionary 8.31%
4 Healthcare 8.29%
5 Energy 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$1K ﹤0.01%
500
-20,000
2727
$1K ﹤0.01%
+160
2728
$1K ﹤0.01%
296
2729
$1K ﹤0.01%
+52
2730
$1K ﹤0.01%
53
-5,123
2731
$1K ﹤0.01%
+100
2732
$1K ﹤0.01%
+44
2733
$1K ﹤0.01%
481
-3,469
2734
$1K ﹤0.01%
1,033
+1,000
2735
$1K ﹤0.01%
+72
2736
$1K ﹤0.01%
+100
2737
$1K ﹤0.01%
53
-409
2738
$1K ﹤0.01%
+100
2739
$1K ﹤0.01%
276
2740
$1K ﹤0.01%
200
2741
$1K ﹤0.01%
+81
2742
$1K ﹤0.01%
6,100
2743
$1K ﹤0.01%
+43
2744
$1K ﹤0.01%
100
-2,057
2745
$1K ﹤0.01%
795
2746
$1K ﹤0.01%
33
-25
2747
$1K ﹤0.01%
400
2748
$1K ﹤0.01%
4
-28
2749
$1K ﹤0.01%
11
-56
2750
$1K ﹤0.01%
29
108 109
110
111 112