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
451
$414K 0.02%
19,539
+11,340
452
$411K 0.02%
10,178
-4,679
453
$411K 0.02%
6,979
+3,207
454
$409K 0.02%
15,415
+14,615
455
$405K 0.02%
2,411
-2,421
456
$403K 0.02%
2,165
-1,208
457
$402K 0.02%
11,544
+6,743
458
$402K 0.02%
8,170
+6,522
459
$400K 0.02%
40,394
+16,500
460
$399K 0.02%
14,687
+9,601
461
$395K 0.02%
18,576
+18,139
462
$393K 0.02%
4,520
+1,984
463
$392K 0.02%
14,624
-4,306
464
$391K 0.02%
20,616
-31,283
465
$391K 0.02%
18,921
+9,413
466
$390K 0.02%
5,192
+4,183
467
$388K 0.02%
+2,198
468
$387K 0.02%
38,004
-111,375
469
$386K 0.02%
+6,507
470
$385K 0.02%
3,707
-713
471
$382K 0.02%
+5,407
472
$379K 0.02%
4,429
+3,241
473
$379K 0.02%
113,256
+52,990
474
$377K 0.02%
8,500
-2,850
475
$377K 0.02%
1,071
-40,692
17 18
19
20 21