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 17.52%
2 Financials 12.09%
3 Consumer Discretionary 11.21%
4 Communication Services 8.5%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
-735
2952
$0 ﹤0.01%
38
+30
2953
0
2954
0
2955
-1,444
2956
0
2957
0
2958
-2,511
2959
0