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
676
$208K 0.01%
+5,136
677
$207K 0.01%
5,700
-2,465
678
$206K 0.01%
4,777
+3,477
679
$206K 0.01%
11,760
+4,590
680
$205K 0.01%
36,050
+11,827
681
$205K 0.01%
6,598
+5,898
682
$205K 0.01%
1,003
-945
683
$204K 0.01%
+10,014
684
$204K 0.01%
2,641
-1,963
685
$204K 0.01%
9,778
+5,730
686
$204K 0.01%
25,900
-35,911
687
$204K 0.01%
+19,636
688
$203K 0.01%
+3,983
689
$202K 0.01%
6,302
+327
690
$201K 0.01%
+15,012
691
$200K 0.01%
2,089
+1,123
692
$199K 0.01%
5,743
-1,908
693
$198K 0.01%
1,368
+761
694
$198K 0.01%
72,091
+41,082
695
$197K 0.01%
50,168
-116,689
696
$197K 0.01%
64,249
+49,444
697
$196K 0.01%
13,534
-2,110
698
$194K 0.01%
24,541
-6,935
699
$194K 0.01%
+1,200
700
$194K 0.01%
2,152
+156
26 27
28
29 30