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
2876
– –
-1,647
2877
– –
-1,100
2878
– –
-31,840
2879
– –
0
2880
– –
0
2881
– –
0
2882
– –
0
2883
– –
0
2884
– –
-23,783
2885
– –
0
2886
$0 ﹤0.01%
+220
2887
– –
-3,807
2888
– –
-34
2889
– –
-100
2890
– –
-486
2891
– –
-512
2892
– –
0
2893
– –
0
2894
– –
-1,000
2895
– –
-1,600
2896
– –
-893
2897
– –
-470
2898
$0 ﹤0.01%
17
2899
– –
0
2900
– –
-437
113 114 115
116
117