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
776
$59K 0.01%
1,097
+149
777
$58K 0.01%
2,779
-4,924
778
$58K 0.01%
9,690
+7,590
779
$58K 0.01%
3,050
+2,998
780
$57K 0.01%
+700
781
$57K 0.01%
630
-1,260
782
$57K 0.01%
1,100
-100
783
$57K 0.01%
3,611
+2,292
784
$57K 0.01%
1,500
-2,300
785
$57K 0.01%
1,367
+700
786
$57K 0.01%
+41,010
787
$56K 0.01%
1,118
+1,000
788
$56K 0.01%
12
-57
789
$56K 0.01%
7,500
790
$56K 0.01%
4,784
-1,625
791
$56K 0.01%
+2,059
792
$56K 0.01%
1,000
-300
793
$56K 0.01%
3,747
-38,506
794
$55K 0.01%
1,171
-429
795
$55K 0.01%
+936
796
$55K 0.01%
1,000
797
$55K 0.01%
29
+14
798
$55K 0.01%
2,500
-2,500
799
$55K 0.01%
+2,437
800
$54K 0.01%
1,100
+400
30 31
32
33 34