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
801
$146K 0.01%
21,217
+8,062
802
$146K 0.01%
3,229
+3,228
803
$145K 0.01%
8,085
-18,185
804
$144K 0.01%
922
-480
805
$143K 0.01%
7,238
-11,386
806
$143K 0.01%
31,947
+31,920
807
$142K 0.01%
3,100
-2,057
808
$141K 0.01%
2,320
-5,520
809
$141K 0.01%
4,249
+1,563
810
$140K 0.01%
9,833
+6,327
811
$140K 0.01%
24,335
+4,444
812
$139K 0.01%
+1,353
813
$139K 0.01%
+1,175
814
$139K 0.01%
+4,715
815
$138K 0.01%
3,660
+1,750
816
$138K 0.01%
364
+136
817
$138K 0.01%
5,291
+4,863
818
$138K 0.01%
15,399
-2,320
819
$137K 0.01%
1,425
+54
820
$136K 0.01%
+2,023
821
$136K 0.01%
2,003
-7,155
822
$136K 0.01%
2,242
+1,671
823
$136K 0.01%
8,340
+2,454
824
$135K 0.01%
3,825
-2,739
825
$134K 0.01%
8,013
+1,685
31 32
33
34 35