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
$636M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,499
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.3M
3
+$10.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.21M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.13M

Top Sells

1
+$19.5M
2
+$19.5M
3
+$14.1M
4
META icon
Meta Platforms (Facebook)
META
+$12.6M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$11.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 9.96%
3 Financials 9.19%
4 Energy 5.08%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$28K ﹤0.01%
612
-373
777
$28K ﹤0.01%
749
-35,407
778
$28K ﹤0.01%
576
-454
779
$28K ﹤0.01%
324
-2,470
780
$28K ﹤0.01%
+1,199
781
$28K ﹤0.01%
+217
782
$27K ﹤0.01%
6,361
+4,588
783
$27K ﹤0.01%
+2,587
784
$27K ﹤0.01%
885
-1,239
785
$27K ﹤0.01%
940
-700
786
$27K ﹤0.01%
280
-17,911
787
$27K ﹤0.01%
9,562
-32,099
788
$27K ﹤0.01%
4,845
-18,041
789
$27K ﹤0.01%
963
+332
790
$27K ﹤0.01%
3,100
+2,664
791
$26K ﹤0.01%
335
-2,772
792
$26K ﹤0.01%
273
+100
793
$26K ﹤0.01%
2,394
-545
794
$26K ﹤0.01%
1,519
+1,023
795
$26K ﹤0.01%
4,526
-5,600
796
$26K ﹤0.01%
908
+292
797
$26K ﹤0.01%
6,100
-5,365
798
$25K ﹤0.01%
1,633
-25,357
799
$25K ﹤0.01%
700
-133
800
$25K ﹤0.01%
2,600
30 31
32
33 34