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
501
$345K 0.01%
9,748
+1,206
502
$344K 0.01%
7,700
-12,433
503
$343K 0.01%
5,700
+4,626
504
$341K 0.01%
19,575
+17,181
505
$341K 0.01%
+14,786
506
$341K 0.01%
+7,861
507
$340K 0.01%
+4,686
508
$339K 0.01%
2,854
-75,074
509
$338K 0.01%
21,465
+10,187
510
$336K 0.01%
15,628
-5,901
511
$336K 0.01%
6,235
-2,086
512
$334K 0.01%
+2,900
513
$334K 0.01%
+5,824
514
$333K 0.01%
9,341
-5,938
515
$332K 0.01%
13,023
+10,176
516
$332K 0.01%
874
-14,774
517
$331K 0.01%
3,106
+1,497
518
$331K 0.01%
38,638
+431
519
$329K 0.01%
3,839
-409
520
$328K 0.01%
21,167
-22,311
521
$328K 0.01%
30,718
+30,393
522
$327K 0.01%
+9,232
523
$324K 0.01%
13,715
+6,670
524
$323K 0.01%
7,600
+720
525
$323K 0.01%
11,208
+10,863
19 20
21
22 23