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
401
$504K 0.02%
24,031
+11,645
402
$504K 0.02%
8,380
-25,470
403
$502K 0.02%
6,066
+5,426
404
$493K 0.02%
+29,604
405
$492K 0.02%
8,450
-2,828
406
$491K 0.02%
10,400
-18
407
$491K 0.02%
4,303
+990
408
$490K 0.02%
7,221
+822
409
$483K 0.02%
2,872
-9,342
410
$482K 0.02%
17,844
+2,144
411
$481K 0.02%
1,647
-387
412
$481K 0.02%
42,201
-15,363
413
$476K 0.02%
6,830
-27,478
414
$475K 0.02%
1,881
-3,352
415
$475K 0.02%
4,679
-9,229
416
$471K 0.02%
2,590
+1,788
417
$469K 0.02%
+11,726
418
$467K 0.02%
18,473
+17,486
419
$466K 0.02%
21,257
-43,835
420
$465K 0.02%
13,755
+2,318
421
$464K 0.02%
18,672
+11,847
422
$461K 0.02%
5,747
+3,408
423
$461K 0.02%
5,001
+1,779
424
$460K 0.02%
24,103
-16,623
425
$459K 0.02%
72,400
+68,040
15 16
17
18 19