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
$760M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.2M
3
+$12.2M
4
C icon
Citigroup
C
+$10.9M
5
CRM icon
Salesforce
CRM
+$10.6M

Top Sells

1
+$47.5M
2
+$24.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$213K 0.02%
25,634
+24,717
427
$213K 0.02%
+24,334
428
$213K 0.02%
2,285
-910
429
$213K 0.02%
22,133
+15,399
430
$212K 0.02%
4,297
+1,583
431
$212K 0.02%
8,062
+7,600
432
$209K 0.02%
7,385
-65
433
$209K 0.02%
2,153
+1,878
434
$208K 0.02%
2,350
-18,184
435
$207K 0.02%
3,936
+2,514
436
$207K 0.02%
3,635
-9,665
437
$207K 0.02%
+11,840
438
$205K 0.02%
+1,506
439
$205K 0.02%
5,915
+239
440
$204K 0.02%
11,862
+1,575
441
$203K 0.02%
3,200
+1,160
442
$202K 0.02%
5,500
+3,900
443
$202K 0.02%
+3,111
444
$200K 0.02%
15,502
+7,315
445
$200K 0.02%
14,615
+12,015
446
$200K 0.02%
15,446
+13,098
447
$200K 0.02%
9,751
+5,102
448
$199K 0.02%
10,279
+2,000
449
$199K 0.02%
+4,451
450
$198K 0.02%
7,713
+1,327
16 17
18
19 20