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
Financial Select Sector SPDR Fund
XLF
+$20.2M

Sector Composition

1 Technology 16.98%
2 Consumer Discretionary 14.78%
3 Communication Services 13.19%
4 Financials 7.76%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.08M 0.32%
25,860
+7,319
52
$3.08M 0.32%
+16,491
53
$3.05M 0.32%
68,908
+62,908
54
$3.01M 0.31%
15,682
+10,982
55
$2.98M 0.31%
25,274
-210,201
56
$2.86M 0.3%
75,864
+52,066
57
$2.82M 0.29%
+14,755
58
$2.79M 0.29%
85,427
+72,637
59
$2.77M 0.29%
22,553
-26,917
60
$2.77M 0.29%
87,812
+65,172
61
$2.74M 0.28%
66,204
-69,885
62
$2.72M 0.28%
91,611
+38,990
63
$2.69M 0.28%
59,265
+59,165
64
$2.64M 0.27%
+79,999
65
$2.6M 0.27%
+25,564
66
$2.5M 0.26%
49,598
+16,851
67
$2.39M 0.25%
46,086
+10,122
68
$2.39M 0.25%
+39,185
69
$2.35M 0.24%
33,908
+32,801
70
$2.35M 0.24%
68,428
+61,337
71
$2.35M 0.24%
23,126
+22,626
72
$2.33M 0.24%
84,390
+55,743
73
$2.29M 0.24%
38,920
-807,580
74
$2.18M 0.23%
84,915
-786,415
75
$2.11M 0.22%
16,959
+11,568
1 2
3
4 5