CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.05%
2 Financials 12.56%
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
601
$253K 0.02%
4,847
-671
602
$251K 0.02%
+3,032
603
$250K 0.02%
5,293
-96,492
604
$249K 0.02%
4,605
-1,179
605
$249K 0.02%
20,341
+2,447
606
$249K 0.02%
934
-78
607
$244K 0.02%
7,820
+6,920
608
$243K 0.02%
52,325
-16,584
609
$243K 0.02%
15,109
+4,426
610
$243K 0.02%
28,272
+26,872
611
$242K 0.02%
4,154
-1,105
612
$240K 0.02%
5,960
+5,325
613
$240K 0.02%
1,988
+448
614
$240K 0.02%
3,431
-6,769
615
$239K 0.02%
34,483
-10,653
616
$237K 0.02%
5,446
+1,357
617
$236K 0.02%
14,272
+11,443
618
$236K 0.02%
5,637
-5,261
619
$235K 0.02%
3,251
-11,310
620
$235K 0.02%
1,100
-200
621
$235K 0.02%
35,309
+27,245
622
$234K 0.02%
6,840
+2,926
623
$234K 0.02%
30,830
+10,860
624
$234K 0.02%
1,499
+899
625
$234K 0.02%
4,735
+1,000
23 24
25
26 27