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
$636M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,499
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.3M
3
+$10.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.21M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.13M

Top Sells

1
+$19.5M
2
+$19.5M
3
+$14.1M
4
META icon
Meta Platforms (Facebook)
META
+$12.6M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$11.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 9.96%
3 Financials 9.19%
4 Energy 5.08%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$73K 0.01%
764
+289
552
$73K 0.01%
+582
553
$72K 0.01%
3,777
-7,205
554
$72K 0.01%
3,067
-8,999
555
$71K 0.01%
7,997
+7,942
556
$70K 0.01%
21,394
+19,683
557
$70K 0.01%
688
-5,243
558
$70K 0.01%
3,068
+196
559
$69K 0.01%
2,180
-4,449
560
$68K 0.01%
780
-2,538
561
$68K 0.01%
1,770
-364
562
$68K 0.01%
411
+100
563
$67K 0.01%
3,060
564
$67K 0.01%
1,159
-2,944
565
$67K 0.01%
4,415
-6,580
566
$67K 0.01%
7,788
-2,264
567
$67K 0.01%
+1,100
568
$67K 0.01%
3,563
+2,707
569
$67K 0.01%
2,834
-15,595
570
$66K 0.01%
404
-7,080
571
$66K 0.01%
10,384
+152
572
$66K 0.01%
4,200
-4,078
573
$65K 0.01%
1,042
-1,999
574
$65K 0.01%
13,253
+12,289
575
$64K 0.01%
1,275
+848
21 22
23
24 25