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
626
$232K 0.01%
+952
627
$232K 0.01%
1,569
-787
628
$231K 0.01%
7,110
+5,690
629
$231K 0.01%
16,492
-5,761
630
$229K 0.01%
4,406
-5,334
631
$229K 0.01%
3,455
-874
632
$229K 0.01%
6,383
+4,522
633
$228K 0.01%
8,177
+1,630
634
$228K 0.01%
13,124
+6,341
635
$228K 0.01%
7,841
-61,198
636
$227K 0.01%
6,167
-788
637
$227K 0.01%
38,121
+4,529
638
$227K 0.01%
3,424
+1,496
639
$227K 0.01%
1,700
+1,500
640
$227K 0.01%
1,616
-179,977
641
$227K 0.01%
15,466
-8,335
642
$227K 0.01%
29,392
+12,695
643
$226K 0.01%
6,520
+6,120
644
$226K 0.01%
+2,260
645
$224K 0.01%
29,184
+5,100
646
$223K 0.01%
5,534
-3,960
647
$222K 0.01%
13,654
+1,099
648
$222K 0.01%
2,380
-4,634
649
$222K 0.01%
7,525
-5,037
650
$221K 0.01%
34,488
+20,761
24 25
26
27 28