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
876
$117K ﹤0.01%
1,535
+1,435
877
$117K ﹤0.01%
6,543
+43
878
$117K ﹤0.01%
1,386
-225
879
$117K ﹤0.01%
25,759
-22,639
880
$117K ﹤0.01%
12,313
-286
881
$117K ﹤0.01%
1,200
+1,100
882
$117K ﹤0.01%
14,624
+1,992
883
$117K ﹤0.01%
+9,976
884
$116K ﹤0.01%
+3,500
885
$116K ﹤0.01%
+900
886
$116K ﹤0.01%
462
-2,370
887
$116K ﹤0.01%
2,100
+900
888
$116K ﹤0.01%
+1,592
889
$115K ﹤0.01%
27,064
-4,690
890
$114K ﹤0.01%
7,101
-5,255
891
$114K ﹤0.01%
3,125
+744
892
$114K ﹤0.01%
4,975
-12,887
893
$114K ﹤0.01%
1,000
+500
894
$113K ﹤0.01%
1,954
-14,773
895
$113K ﹤0.01%
4,625
+2,713
896
$113K ﹤0.01%
2,667
-5,634
897
$111K ﹤0.01%
3,630
+2,330
898
$111K ﹤0.01%
900
-8,500
899
$111K ﹤0.01%
3,268
-1,264
900
$110K ﹤0.01%
1,260
-1,736
34 35
36
37 38