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
326
$613K 0.03%
22,756
+20,917
327
$607K 0.03%
17,537
+17,337
328
$606K 0.03%
+1,394
329
$599K 0.03%
23,437
+5,181
330
$599K 0.03%
4,378
-23,038
331
$599K 0.03%
17,323
+17,245
332
$597K 0.03%
4,513
-42,787
333
$594K 0.03%
14,867
-18,851
334
$593K 0.03%
34,865
+15,326
335
$591K 0.03%
25,438
-23,426
336
$584K 0.03%
+3,780
337
$582K 0.03%
+8,800
338
$581K 0.03%
4,904
+2,996
339
$580K 0.03%
2,985
-8,900
340
$577K 0.03%
14,863
-25,702
341
$573K 0.03%
15,758
+7,099
342
$573K 0.03%
+7,216
343
$568K 0.03%
19,159
+17,153
344
$566K 0.03%
56,675
-6,001
345
$564K 0.03%
26,831
-76,762
346
$564K 0.03%
6,531
+3,280
347
$557K 0.03%
9,008
+7,054
348
$553K 0.03%
7,885
+2,185
349
$550K 0.03%
5,436
-17,898
350
$547K 0.03%
17,119
-105,364
12 13
14
15 16