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
651
$220K 0.01%
3,600
+1,800
652
$220K 0.01%
5,239
+5,228
653
$219K 0.01%
246
-224
654
$219K 0.01%
2,613
-6,048
655
$218K 0.01%
9,856
+6,176
656
$218K 0.01%
+687
657
$217K 0.01%
1,593
+1,014
658
$217K 0.01%
17,361
-12,504
659
$216K 0.01%
36,566
-806
660
$216K 0.01%
652
+148
661
$215K 0.01%
2,319
-44
662
$215K 0.01%
4,400
+3,373
663
$215K 0.01%
+8,396
664
$214K 0.01%
2,000
-1,000
665
$214K 0.01%
12,043
+4,676
666
$213K 0.01%
21,557
-33,978
667
$212K 0.01%
21,423
-29,792
668
$211K 0.01%
21,648
+19,299
669
$211K 0.01%
9,708
+5,358
670
$209K 0.01%
9,998
-53,972
671
$209K 0.01%
+5,859
672
$208K 0.01%
8,659
-4,939
673
$208K 0.01%
1,605
-1,912
674
$208K 0.01%
13,173
-24,480
675
$208K 0.01%
4,440
-1,123
25 26
27
28 29