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
426
$456K 0.02%
8,280
-6,402
427
$453K 0.02%
20,512
-13,944
428
$453K 0.02%
6,069
+4,621
429
$453K 0.02%
116,289
+29,342
430
$451K 0.02%
1,281
+957
431
$447K 0.02%
2,800
-1,638
432
$447K 0.02%
2,040
-1,610
433
$445K 0.02%
3,418
-4,606
434
$442K 0.02%
5,687
+3,987
435
$442K 0.02%
45,310
-26,737
436
$440K 0.02%
+5,067
437
$439K 0.02%
1,878
-3,630
438
$439K 0.02%
19,804
-82,630
439
$438K 0.02%
2,803
-1,391
440
$434K 0.02%
2,654
-13,706
441
$433K 0.02%
30,933
+7,071
442
$431K 0.02%
20,262
+12,174
443
$430K 0.02%
7,800
-21,920
444
$428K 0.02%
14,104
+11,946
445
$424K 0.02%
+7,600
446
$424K 0.02%
9,862
-5,905
447
$423K 0.02%
+13,303
448
$422K 0.02%
13,037
+9,415
449
$418K 0.02%
4,030
-39,028
450
$418K 0.02%
9,020
+6,085
16 17
18
19 20