CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,646
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$128M
3 +$16.7M
4
KMI icon
Kinder Morgan
KMI
+$15.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.9%
2 Communication Services 17.12%
3 Healthcare 9.7%
4 Energy 8.46%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
0
3627
$0 ﹤0.01%
+2
3628
0
3629
0
3630
$0 ﹤0.01%
+200
3631
0
3632
0
3633
0
3634
$0 ﹤0.01%
+149
3635
0
3636
$0 ﹤0.01%
+200
3637
0
3638
0
3639
0
3640
$0 ﹤0.01%
+3
3641
$0 ﹤0.01%
+53
3642
0
3643
0