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
751
$65K 0.01%
+1,900
752
$65K 0.01%
1,800
-7,090
753
$65K 0.01%
+837
754
$65K 0.01%
2,140
+161
755
$65K 0.01%
757
-2,243
756
$64K 0.01%
+4,209
757
$64K 0.01%
5,784
+4,484
758
$64K 0.01%
+1,222
759
$64K 0.01%
2,798
-3,625
760
$63K 0.01%
615
+400
761
$63K 0.01%
2,500
762
$63K 0.01%
1,679
-17,122
763
$63K 0.01%
542
-4,337
764
$63K 0.01%
4,070
-25,488
765
$62K 0.01%
1,758
-542
766
$62K 0.01%
+399
767
$62K 0.01%
5,981
+5,800
768
$62K 0.01%
+1,607
769
$62K 0.01%
1,419
+891
770
$61K 0.01%
2,539
+2,466
771
$61K 0.01%
8,645
+7,107
772
$61K 0.01%
2,712
+1,416
773
$60K 0.01%
868
-1,800
774
$60K 0.01%
851
-200
775
$59K 0.01%
+2,911
29 30
31
32 33