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 17.52%
2 Financials 12.09%
3 Consumer Discretionary 11.21%
4 Communication Services 8.5%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.97M 0.25%
37,000
-22,141
52
$5.75M 0.24%
37,779
+36,321
53
$5.7M 0.24%
7,915
+5,620
54
$5.61M 0.23%
134,377
+107,822
55
$5.56M 0.23%
77,669
+23,942
56
$5.49M 0.23%
59,841
-46
57
$5.38M 0.23%
38,911
-14,581
58
$5.31M 0.22%
31,840
+29,380
59
$5.29M 0.22%
8,156
+7,058
60
$5.27M 0.22%
73,260
+39,520
61
$4.87M 0.2%
55,979
-68,043
62
$4.74M 0.2%
55,566
+40,044
63
$4.72M 0.2%
13,925
-6,874
64
$4.56M 0.19%
250,422
-117,710
65
$4.51M 0.19%
86,940
+5,876
66
$4.48M 0.19%
122,483
+37,646
67
$4.46M 0.19%
63,005
+60,670
68
$4.39M 0.18%
171,495
+11,317
69
$4.28M 0.18%
+11,564
70
$4.22M 0.18%
16,727
-44,554
71
$3.96M 0.17%
29,287
+11,706
72
$3.96M 0.17%
89,930
+86,635
73
$3.92M 0.16%
12,214
-7,068
74
$3.8M 0.16%
+40,913
75
$3.77M 0.16%
40,451
-12,214
1 2
3
4 5