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
676
$86K 0.01%
+2,421
677
$85K 0.01%
3,928
+3,379
678
$85K 0.01%
+5,000
679
$85K 0.01%
+4,755
680
$84K 0.01%
2,590
-375
681
$84K 0.01%
3,419
+142
682
$83K 0.01%
652
-100
683
$83K 0.01%
+2,548
684
$83K 0.01%
+1,037
685
$83K 0.01%
30,359
+16,959
686
$82K 0.01%
700
-8,962
687
$82K 0.01%
1,999
+159
688
$82K 0.01%
1,494
+564
689
$82K 0.01%
2,500
690
$82K 0.01%
9,772
+7,772
691
$81K 0.01%
+1,865
692
$81K 0.01%
5,000
693
$80K 0.01%
+1,400
694
$80K 0.01%
989
-1,192
695
$80K 0.01%
7,184
-9,584
696
$80K 0.01%
+1,381
697
$79K 0.01%
31,228
-62,524
698
$79K 0.01%
8,000
-4,200
699
$79K 0.01%
8,500
+5,803
700
$79K 0.01%
1,053
+1,000
26 27
28
29 30