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
726
$183K 0.01%
5,600
+2,333
727
$183K 0.01%
+15,284
728
$183K 0.01%
21,797
-5,899
729
$182K 0.01%
29,428
+24,879
730
$181K 0.01%
20,000
+10,080
731
$180K 0.01%
3,984
-3,492
732
$180K 0.01%
1,772
-36,152
733
$180K 0.01%
+11,196
734
$180K 0.01%
1,738
+1,238
735
$179K 0.01%
34,896
+3,505
736
$179K 0.01%
11,573
-105,295
737
$178K 0.01%
3,020
+1,050
738
$178K 0.01%
4,874
-6,010
739
$177K 0.01%
29,308
+26,908
740
$177K 0.01%
+387
741
$176K 0.01%
17,479
-49,577
742
$175K 0.01%
35,026
-17,600
743
$174K 0.01%
4,138
-7,672
744
$173K 0.01%
+13,347
745
$173K 0.01%
6,001
-12,767
746
$173K 0.01%
3,000
-1,607
747
$173K 0.01%
39,700
+16,482
748
$173K 0.01%
9,819
+5,301
749
$173K 0.01%
12,242
+9,340
750
$172K 0.01%
911
+530
28 29
30
31 32