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
$760M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.2M
3
+$12.2M
4
C icon
Citigroup
C
+$10.9M
5
CRM icon
Salesforce
CRM
+$10.6M

Top Sells

1
+$47.5M
2
+$24.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$94K 0.01%
800
+600
652
$94K 0.01%
4,182
+24
653
$94K 0.01%
3,598
-1,300
654
$94K 0.01%
6,296
-11,065
655
$94K 0.01%
10,105
-1,600
656
$92K 0.01%
2,982
-3,839
657
$92K 0.01%
21,813
+21,666
658
$92K 0.01%
700
-500
659
$92K 0.01%
2,705
-7,100
660
$91K 0.01%
+1,000
661
$91K 0.01%
2,138
-8,501
662
$91K 0.01%
2,610
+1,800
663
$91K 0.01%
1,133
+1,127
664
$91K 0.01%
+2,300
665
$91K 0.01%
205
-65
666
$91K 0.01%
8,368
-5,911
667
$89K 0.01%
6,900
+2,737
668
$89K 0.01%
+1,668
669
$89K 0.01%
5,983
+2,803
670
$88K 0.01%
3,475
-6,200
671
$88K 0.01%
987
-1,529
672
$88K 0.01%
5,667
+584
673
$87K 0.01%
+1,235
674
$86K 0.01%
+15,786
675
$86K 0.01%
5,548
-652
25 26
27
28 29