CG
Cutler Group Portfolio holdings
AUM
$198M
1-Year Est. Return
45.11%
This Fund
S&P 500
1 Year Est. Return
+45.11%
AUM
$720M
AUM Growth
+$93.9M
(+15%)
Holding
2,175
Top Buys
| 1 | +$17.3M | |
| 2 | +$17.1M | |
| 3 | +$15.2M | |
| 4 |
SPDR Gold Trust
GLD
|
+$9.7M |
| 5 |
Enphase Energy
ENPH
|
+$8.13M |
Top Sells
| 1 | +$13.6M | |
| 2 | +$7.13M | |
| 3 | +$7.12M | |
| 4 |
NVIDIA
NVDA
|
+$6.55M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$6.16M |
Sector Composition
| 1 | Technology | 21.7% |
| 2 | Consumer Discretionary | 9.49% |
| 3 | Financials | 8.78% |
| 4 | Communication Services | 5.71% |
| 5 | Industrials | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Expanded Tech-Software Sector ETF
IGV
$11.7B
| $5.94M | 0.83% |
73,250
+60,250
|
|
||
27
Bank of America
BAC
$388B
| $5.93M | 0.82% |
176,076
-29,669
|
|
||
28
First Solar
FSLR
$21B
| $5.79M | 0.8% |
33,601
+5,490
|
|
||
29
State Street SPDR S&P Biotech ETF
XBI
$8.79B
| $5.57M | 0.77% |
62,433
+29,242
|
|
||
30
iShares Core S&P Total US Stock Market ETF
ITOT
$86.1B
| $5.57M | 0.77% |
52,926
+52,626
|
|
||
|
XYZ
31
Block Inc
XYZ
$40.7B
| $5.43M | 0.75% |
70,184
+19,989
|
|
||
32
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.64B
| $5.41M | 0.75% |
137,051
+127,763
|
|
||
33
Broadcom
AVGO
$1.88T
| $4.96M | 0.69% |
44,480
+33,010
|
|
||
34
ServiceNow
NOW
$97.6B
| $4.83M | 0.67% |
34,195
+6,300
|
|
||
35
FedEx
FDX
$88.3B
| $4.73M | 0.66% |
18,689
+13,858
|
|
||
36
Colgate-Palmolive
CL
$67.5B
| $4.69M | 0.65% |
58,899
+48,157
|
|
||
37
iShares Russell 1000 ETF
IWB
$45.5B
| $4.36M | 0.61% |
+16,617
|
|
||
38
Shopify
SHOP
$166B
| $4.31M | 0.6% |
55,361
-26,331
|
|
||
39
Invesco QQQ Trust
QQQ
$413B
| $4.25M | 0.59% |
10,387
+4,329
|
|
||
40
NXP Semiconductors
NXPI
$53B
| $4.25M | 0.59% |
18,518
+18,474
|
|
||
41
Snowflake
SNOW
$49.9B
| $4.07M | 0.57% |
20,461
-8,514
|
|
||
42
Goldman Sachs
GS
$265B
| $3.93M | 0.55% |
10,186
-12,759
|
|
||
43
Chevron
CVX
$368B
| $3.84M | 0.53% |
25,758
+9,885
|
|
||
44
Pfizer
PFE
$155B
| $3.77M | 0.52% |
131,012
+39,367
|
|
||
45
Starbucks
SBUX
$112B
| $3.63M | 0.5% |
37,839
+35,385
|
|
||
46
Invesco S&P 500 Equal Weight ETF
RSP
$87.8B
| $3.62M | 0.5% |
22,916
+20,616
|
|
||
47
Williams-Sonoma
WSM
$23.1B
| $3.53M | 0.49% |
34,972
+30,664
|
|
||
|
B
48
Barrick Mining
B
$72.2B
| $3.49M | 0.49% |
193,105
+127,617
|
|
||
49
ProShares Ultra S&P500
SSO
$6.31B
| $3.44M | 0.48% |
105,742
+105,542
|
|
||
50
Uber
UBER
$157B
| $3.4M | 0.47% |
55,211
-45,030
|
|