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
901
$39K ﹤0.01%
6,030
+414
902
$39K ﹤0.01%
+1,092
903
$39K ﹤0.01%
+900
904
$38K ﹤0.01%
+600
905
$38K ﹤0.01%
+3,000
906
$38K ﹤0.01%
+1,000
907
$38K ﹤0.01%
939
-37,754
908
$38K ﹤0.01%
+4,790
909
$38K ﹤0.01%
+1,747
910
$37K ﹤0.01%
2,507
-900
911
$37K ﹤0.01%
+2,000
912
$37K ﹤0.01%
+1,133
913
$37K ﹤0.01%
+5,678
914
$36K ﹤0.01%
+688
915
$36K ﹤0.01%
+1,100
916
$36K ﹤0.01%
+1,400
917
$36K ﹤0.01%
+313
918
$36K ﹤0.01%
6,677
+3,200
919
$36K ﹤0.01%
7,888
+7,452
920
$35K ﹤0.01%
4,300
+4,100
921
$35K ﹤0.01%
+800
922
$35K ﹤0.01%
+2,520
923
$35K ﹤0.01%
4,176
+1,100
924
$35K ﹤0.01%
476
+305
925
$35K ﹤0.01%
1,500
-2,100
35 36
37
38 39