CG
Cutler Group Portfolio holdings
AUM
$198M
1-Year Return
27.33%
This Quarter Return
+3.13%
1 Year Return
+27.33%
3 Year Return
+39.6%
5 Year Return
+161.34%
10 Year Return
–
AUM
$1.24B
AUM Growth
–
Cap. Flow
+$1.24B
Cap. Flow
% of AUM
99.95%
Top 10 Holdings %
Top 10 Hldgs %
29.11%
Holding
3,646
New
2,950
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$130M |
| 2 |
Apple
AAPL
|
$129M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$16.6M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$16.1M |
| 5 |
VNET
VNET Group
VNET
|
$14.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 17.93% |
| 2 | Communication Services | 17.11% |
| 3 | Healthcare | 9.7% |
| 4 | Energy | 8.46% |
| 5 | Consumer Discretionary | 7.24% |
