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
551
$297K 0.01%
4,247
-41,498
552
$295K 0.01%
+9,000
553
$295K 0.01%
8,773
+7,878
554
$295K 0.01%
48,223
+38,938
555
$294K 0.01%
4,081
+281
556
$293K 0.01%
13,403
-32,162
557
$293K 0.01%
7,600
-1,900
558
$293K 0.01%
6,480
-4,228
559
$291K 0.01%
2,534
+1,060
560
$290K 0.01%
3,527
-2,260
561
$289K 0.01%
1,767
-25,671
562
$288K 0.01%
10,582
-628
563
$284K 0.01%
9,895
+6,865
564
$284K 0.01%
6,500
-12,412
565
$279K 0.01%
24,962
-993
566
$278K 0.01%
4,874
-169
567
$277K 0.01%
1,020
-827
568
$277K 0.01%
4,144
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569
$275K 0.01%
1,331
+1,291
570
$275K 0.01%
6,070
+1,370
571
$275K 0.01%
2,874
+2,870
572
$275K 0.01%
25,599
+12,840
573
$274K 0.01%
5,488
+1,771
574
$274K 0.01%
5,955
+587
575
$271K 0.01%
23,352
-17,082
21 22
23
24 25