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
851
$127K 0.01%
1,063
+982
852
$127K 0.01%
23,069
+4,053
853
$127K 0.01%
17,432
-16,912
854
$126K 0.01%
850
+200
855
$126K 0.01%
17,932
+4,563
856
$126K 0.01%
9,744
-11,704
857
$126K 0.01%
33,555
+21,101
858
$125K 0.01%
1,410
+1,220
859
$125K 0.01%
8,300
+8,200
860
$125K 0.01%
2,891
-12,022
861
$125K 0.01%
7,013
+1,073
862
$124K 0.01%
16,009
-6,739
863
$124K 0.01%
9,376
-7,731
864
$123K 0.01%
1,413
-4,129
865
$123K 0.01%
2,623
+2,123
866
$122K 0.01%
833
+250
867
$122K 0.01%
6,500
+1,518
868
$122K 0.01%
942
-550
869
$122K 0.01%
1,640
+810
870
$121K 0.01%
5,303
-4,157
871
$120K 0.01%
6,759
+2,810
872
$119K 0.01%
16,316
+15,816
873
$119K 0.01%
2,140
-8,154
874
$119K 0.01%
1,854
-4,858
875
$118K ﹤0.01%
+1,900
33 34
35
36 37