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
576
$271K 0.01%
1,500
-51,000
577
$271K 0.01%
5,476
+1,347
578
$271K 0.01%
64,677
+30,672
579
$269K 0.01%
+3,159
580
$268K 0.01%
2,000
-8,400
581
$268K 0.01%
651
-3,147
582
$267K 0.01%
2,314
+252
583
$266K 0.01%
14,107
+11,804
584
$266K 0.01%
20,009
+2,127
585
$266K 0.01%
1,971
+1,208
586
$265K 0.01%
10,756
-5,887
587
$262K 0.01%
1,908
+916
588
$261K 0.01%
27,121
-43,378
589
$260K 0.01%
7,469
+936
590
$259K 0.01%
7,927
-3,070
591
$259K 0.01%
3,920
+2,774
592
$259K 0.01%
8,368
+5,669
593
$256K 0.01%
6,567
-13,519
594
$256K 0.01%
+730
595
$255K 0.01%
+3,351
596
$255K 0.01%
68,689
-62,517
597
$255K 0.01%
18,792
+15,192
598
$254K 0.01%
5,190
-4,165
599
$253K 0.01%
+7,064
600
$253K 0.01%
25,413
+4,780
22 23
24
25 26