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
476
$376K 0.02%
+13,709
477
$375K 0.02%
2,409
-3,837
478
$371K 0.02%
35,891
+2,900
479
$371K 0.02%
7,412
+6,074
480
$370K 0.02%
4,024
+172
481
$369K 0.02%
9,422
-10,709
482
$369K 0.02%
25,359
-54,163
483
$368K 0.02%
2,769
+871
484
$367K 0.02%
12,523
+462
485
$365K 0.02%
14,771
-389
486
$364K 0.02%
+973
487
$364K 0.02%
+3,466
488
$363K 0.02%
53,836
+35,525
489
$360K 0.02%
7,385
-620
490
$358K 0.02%
+3,807
491
$357K 0.01%
4,311
+4,111
492
$356K 0.01%
46,691
-69,587
493
$350K 0.01%
24,678
+22,784
494
$349K 0.01%
2,323
+1,073
495
$348K 0.01%
16,199
+9,949
496
$348K 0.01%
+3,011
497
$347K 0.01%
1,993
+1,800
498
$347K 0.01%
4,445
-55
499
$347K 0.01%
12,440
-3,839
500
$346K 0.01%
17,546
+9,700
18 19
20
21 22