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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.46M 0.23%
72,836
+41,077
52
$4.44M 0.23%
+84,934
53
$4.36M 0.23%
22,969
+6,242
54
$4.08M 0.22%
123,462
+116,895
55
$4.07M 0.21%
33,690
+28,190
56
$4.07M 0.21%
12,333
-34,121
57
$4.06M 0.21%
75,540
+2,280
58
$4.06M 0.21%
66,240
+65,310
59
$3.96M 0.21%
18,667
-14,145
60
$3.9M 0.21%
+70,092
61
$3.87M 0.2%
108,381
-159,989
62
$3.82M 0.2%
32,574
+19,326
63
$3.63M 0.19%
31,346
-76,376
64
$3.62M 0.19%
30,774
+2,052
65
$3.42M 0.18%
158,804
+81,857
66
$3.36M 0.18%
30,258
+24,958
67
$3.26M 0.17%
78,000
+71,864
68
$3.25M 0.17%
39,566
+35,602
69
$3.21M 0.17%
+38,354
70
$3.19M 0.17%
30,369
+21,474
71
$3.18M 0.17%
35,006
+10,470
72
$3.15M 0.17%
76,332
-342,851
73
$3.09M 0.16%
106,142
+52,772
74
$3.04M 0.16%
15,880
-27,144
75
$2.93M 0.15%
21,000
-69,720
1 2
3
4 5