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
826
$134K 0.01%
6,136
-36,972
827
$134K 0.01%
502
+302
828
$134K 0.01%
13,791
+12,191
829
$133K 0.01%
1,570
-230
830
$133K 0.01%
8,305
+8,105
831
$133K 0.01%
8,200
-1,100
832
$132K 0.01%
8,878
+5,388
833
$132K 0.01%
2,453
+2,413
834
$132K 0.01%
9,056
-800
835
$131K 0.01%
3,827
-3,683
836
$131K 0.01%
1,300
+1,200
837
$130K 0.01%
4,290
+3,490
838
$130K 0.01%
3,135
+2,300
839
$130K 0.01%
3,318
840
$130K 0.01%
+1,500
841
$130K 0.01%
19,093
-69,220
842
$130K 0.01%
3,094
+2,894
843
$129K 0.01%
+3,100
844
$129K 0.01%
2,139
+1,783
845
$129K 0.01%
14,962
+4,350
846
$129K 0.01%
+1,442
847
$128K 0.01%
635
+222
848
$128K 0.01%
728
-588
849
$128K 0.01%
4,457
+277
850
$127K 0.01%
4,832
+3,532
32 33
34
35 36