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
276
$963K 0.04%
2,681
+2,135
277
$960K 0.04%
29,300
+600
278
$959K 0.04%
165,135
+54,880
279
$958K 0.04%
8,895
-3,911
280
$956K 0.04%
36,075
+11,745
281
$955K 0.04%
+7,079
282
$946K 0.04%
18,418
+16,518
283
$918K 0.04%
16,870
+5,870
284
$917K 0.04%
33,400
-22,842
285
$913K 0.04%
13,090
-2,721
286
$912K 0.04%
+13,500
287
$911K 0.04%
215,882
+93,930
288
$900K 0.04%
25,000
-102,974
289
$899K 0.04%
3,613
+2,673
290
$898K 0.04%
+23,888
291
$898K 0.04%
10,304
-9,046
292
$893K 0.04%
+32,235
293
$892K 0.04%
26,846
+24,744
294
$886K 0.04%
14,188
+4,698
295
$884K 0.04%
37,570
-11,386
296
$880K 0.04%
43,783
-51,203
297
$876K 0.04%
23,281
+12,049
298
$874K 0.04%
+16,093
299
$874K 0.04%
17,268
-32,866
300
$870K 0.04%
46,035
+45,535
10 11
12
13 14