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
751
$172K 0.01%
+1,814
752
$171K 0.01%
27,081
+18,968
753
$170K 0.01%
44,780
-14,465
754
$169K 0.01%
33,635
-9,622
755
$169K 0.01%
+200
756
$168K 0.01%
974
+863
757
$167K 0.01%
+280
758
$167K 0.01%
+2,641
759
$165K 0.01%
+17,564
760
$165K 0.01%
8,800
-2,800
761
$163K 0.01%
931
-28
762
$163K 0.01%
4,972
763
$163K 0.01%
5,365
+2,370
764
$162K 0.01%
+9,500
765
$162K 0.01%
5,202
+478
766
$161K 0.01%
+4,200
767
$159K 0.01%
+600
768
$159K 0.01%
15,818
-35,945
769
$158K 0.01%
23,424
+10,100
770
$158K 0.01%
+2,018
771
$157K 0.01%
3,089
-677
772
$157K 0.01%
5,336
+4,878
773
$157K 0.01%
4,300
+1,100
774
$156K 0.01%
3,796
+2,843
775
$155K 0.01%
3,708
-79,579
29 30
31
32 33