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 17.52%
2 Financials 12.09%
3 Consumer Discretionary 11.21%
4 Communication Services 8.5%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.44%
57,589
+22,910
27
$10.3M 0.43%
27,109
+3,342
28
$9.76M 0.41%
32,653
+9,410
29
$9.61M 0.4%
85,873
+40,609
30
$9.49M 0.4%
102,276
+71,772
31
$9.28M 0.39%
193,377
+193,013
32
$8.7M 0.36%
156,758
+86,075
33
$8.66M 0.36%
+43,024
34
$8.34M 0.35%
32,812
+21,618
35
$8.31M 0.35%
+71,653
36
$7.62M 0.32%
481,704
+89,842
37
$7.38M 0.31%
48,803
-8,407
38
$7.31M 0.31%
29,326
+7,273
39
$7.08M 0.3%
27,720
+26,778
40
$7.04M 0.29%
47,300
+21,282
41
$6.81M 0.28%
67,690
-3,907
42
$6.76M 0.28%
211,015
+114,815
43
$6.68M 0.28%
24,170
+23,696
44
$6.66M 0.28%
394,422
-165,603
45
$6.66M 0.28%
113,582
-218,880
46
$6.58M 0.28%
35,602
-22,533
47
$6.45M 0.27%
40,376
+26,081
48
$6.25M 0.26%
97,821
+83,793
49
$6.21M 0.26%
143,618
+116,479
50
$6.16M 0.26%
157,718
+66,293
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