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
351
$544K 0.03%
13,533
-27,000
352
$537K 0.03%
2,531
+2,259
353
$535K 0.03%
+40,000
354
$530K 0.03%
45,319
+13,207
355
$530K 0.03%
6,652
-1,828
356
$523K 0.03%
+30,025
357
$517K 0.03%
15,609
+1,505
358
$515K 0.03%
26,489
-6,911
359
$504K 0.03%
9,044
-45,835
360
$504K 0.03%
2,494
-1,758
361
$502K 0.03%
12,251
+10,864
362
$501K 0.03%
18,967
-17,108
363
$499K 0.03%
4,534
-10,617
364
$498K 0.03%
10,472
+10,433
365
$491K 0.03%
21,777
-30,119
366
$490K 0.03%
7,089
-12,150
367
$485K 0.03%
+2,783
368
$485K 0.03%
5,129
+1,970
369
$483K 0.03%
+12,928
370
$477K 0.03%
+3,318
371
$475K 0.03%
3,417
+1,424
372
$474K 0.03%
+9,753
373
$467K 0.02%
23,841
+15,986
374
$466K 0.02%
3,585
-6,993
375
$466K 0.02%
9,540
-322
13 14
15
16 17