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
726
$72K 0.01%
+1,581
727
$72K 0.01%
1,372
-5,184
728
$72K 0.01%
530
+11
729
$72K 0.01%
+879
730
$70K 0.01%
+400
731
$70K 0.01%
+1,099
732
$70K 0.01%
10,418
-2,715
733
$69K 0.01%
3,608
-6,101
734
$69K 0.01%
5,859
+3,800
735
$69K 0.01%
986
+710
736
$69K 0.01%
1,600
-625
737
$68K 0.01%
+1,387
738
$68K 0.01%
15,375
+14,375
739
$67K 0.01%
1,854
+813
740
$67K 0.01%
2,786
-32,826
741
$67K 0.01%
4,300
+1,600
742
$67K 0.01%
1,400
-1,162
743
$67K 0.01%
2,100
-100
744
$67K 0.01%
1,800
-2,000
745
$66K 0.01%
2,280
+1,500
746
$66K 0.01%
+888
747
$66K 0.01%
1,390
+600
748
$66K 0.01%
14,790
-15,000
749
$65K 0.01%
1,365
750
$65K 0.01%
3,258
-4,721
28 29
30
31 32