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
$760M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.2M
3
+$12.2M
4
C icon
Citigroup
C
+$10.9M
5
CRM icon
Salesforce
CRM
+$10.6M

Top Sells

1
+$47.5M
2
+$24.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$43K ﹤0.01%
600
-300
877
$43K ﹤0.01%
6,754
-7,600
878
$43K ﹤0.01%
12,558
+9,758
879
$43K ﹤0.01%
2,607
+804
880
$43K ﹤0.01%
+3,500
881
$43K ﹤0.01%
3,600
-5,800
882
$43K ﹤0.01%
813
-9,440
883
$42K ﹤0.01%
+599
884
$42K ﹤0.01%
3,720
+1,080
885
$42K ﹤0.01%
4,142
-6,499
886
$41K ﹤0.01%
+10,039
887
$41K ﹤0.01%
3,063
-894
888
$41K ﹤0.01%
+873
889
$41K ﹤0.01%
3,600
890
$41K ﹤0.01%
+692
891
$41K ﹤0.01%
2,863
+690
892
$41K ﹤0.01%
+13,590
893
$40K ﹤0.01%
+395
894
$40K ﹤0.01%
+931
895
$40K ﹤0.01%
344
-558
896
$40K ﹤0.01%
+3,000
897
$39K ﹤0.01%
5,600
898
$39K ﹤0.01%
+14,400
899
$39K ﹤0.01%
6,237
+292
900
$39K ﹤0.01%
+3,784
34 35
36
37 38