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
351
$640K 0.03%
62,676
+25,304
352
$639K 0.03%
23,783
-13,370
353
$629K 0.03%
13,330
-1,251
354
$619K 0.03%
10,892
-1,029
355
$617K 0.03%
+17,711
356
$614K 0.03%
+19,153
357
$606K 0.03%
+8,671
358
$592K 0.02%
47,212
+23,736
359
$592K 0.02%
10,861
+9,661
360
$586K 0.02%
24,260
-39,649
361
$585K 0.02%
2,700
-4,395
362
$583K 0.02%
16,726
-22,217
363
$583K 0.02%
33,775
+5,610
364
$582K 0.02%
4,417
-458
365
$581K 0.02%
+2,290
366
$579K 0.02%
6,862
-44,099
367
$578K 0.02%
+6,607
368
$576K 0.02%
3,592
-1,969
369
$575K 0.02%
6,652
+2,633
370
$574K 0.02%
5,056
+3,261
371
$573K 0.02%
+4,001
372
$573K 0.02%
10,333
+1,118
373
$571K 0.02%
238
-309
374
$569K 0.02%
44,438
-44,399
375
$568K 0.02%
7,915
-13,085
13 14
15
16 17