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
Financial Select Sector SPDR Fund
XLF
+$20.2M

Sector Composition

1 Technology 16.98%
2 Consumer Discretionary 14.78%
3 Communication Services 13.19%
4 Financials 7.76%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.32M 0.55%
22,608
+22,408
27
$5.24M 0.54%
38,642
-8,675
28
$4.97M 0.52%
+350,843
29
$4.92M 0.51%
27,109
+25,832
30
$4.84M 0.5%
39,712
+39,538
31
$4.81M 0.5%
110,385
+107,403
32
$4.72M 0.49%
49,992
+49,592
33
$4.64M 0.48%
55,145
+37,672
34
$4.32M 0.45%
8,503
-10,367
35
$4.29M 0.45%
101,860
+82,800
36
$4.28M 0.44%
66,282
+22,561
37
$4.18M 0.43%
48,089
+19,910
38
$4.09M 0.42%
+45,461
39
$4M 0.41%
82,679
-88,355
40
$3.97M 0.41%
24,858
+24,856
41
$3.93M 0.41%
82,721
-4,933
42
$3.91M 0.41%
+34,357
43
$3.91M 0.41%
+426,360
44
$3.84M 0.4%
33,804
+29,517
45
$3.61M 0.37%
175,146
+27,979
46
$3.19M 0.33%
30,274
+29,786
47
$3.17M 0.33%
161,488
+52,960
48
$3.13M 0.32%
29,113
-13,467
49
$3.13M 0.32%
88,851
+8,257
50
$3.12M 0.32%
+42,593
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