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
776
$155K 0.01%
478
-1,649
777
$155K 0.01%
4,800
-9,720
778
$154K 0.01%
34,192
+17,020
779
$154K 0.01%
1,200
-664
780
$154K 0.01%
4,814
+4,440
781
$154K 0.01%
8,885
-2,387
782
$154K 0.01%
4,032
+1,877
783
$153K 0.01%
2,062
-90,872
784
$153K 0.01%
13,946
-4,651
785
$153K 0.01%
9,666
+4,786
786
$152K 0.01%
5,365
+4,823
787
$152K 0.01%
4,668
-720
788
$152K 0.01%
15,534
+12,818
789
$151K 0.01%
6,428
-2,805
790
$151K 0.01%
12,255
-1,191
791
$149K 0.01%
9,113
-200
792
$149K 0.01%
21,170
+6,527
793
$149K 0.01%
12,794
-68,057
794
$148K 0.01%
+9,334
795
$148K 0.01%
22,120
-1,674
796
$147K 0.01%
24,042
-1,973
797
$147K 0.01%
1,449
+1,342
798
$147K 0.01%
1,150
+490
799
$146K 0.01%
4,784
-16,163
800
$146K 0.01%
27,123
+17,089
30 31
32
33 34