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
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$179K 0.02%
+2,844
477
$178K 0.02%
+2,127
478
$177K 0.02%
5,403
+1,297
479
$177K 0.02%
13,143
+4,600
480
$177K 0.02%
5,564
-19,346
481
$176K 0.02%
19,233
+8,706
482
$175K 0.02%
8,990
-4,005
483
$175K 0.02%
5,055
+2,855
484
$174K 0.02%
8,050
+3,150
485
$174K 0.02%
4,527
-6,474
486
$173K 0.02%
+3,057
487
$173K 0.02%
4,662
-65
488
$173K 0.02%
4,342
-20,432
489
$173K 0.02%
6,949
-50
490
$173K 0.02%
4,761
+3,861
491
$173K 0.02%
3,362
+2,962
492
$172K 0.02%
13,129
-22,747
493
$171K 0.02%
+9,377
494
$170K 0.02%
600
-3,479
495
$170K 0.02%
2,737
-667
496
$169K 0.02%
6,513
-954
497
$169K 0.02%
7,105
-3,032
498
$168K 0.02%
4,800
+4,600
499
$167K 0.02%
2,147
+678
500
$167K 0.02%
1,756
+1,711
18 19
20
21 22