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
901
$110K ﹤0.01%
10,823
-5,259
902
$110K ﹤0.01%
7,201
+742
903
$109K ﹤0.01%
21,708
-89,606
904
$109K ﹤0.01%
7,690
+2,491
905
$109K ﹤0.01%
8,420
+1,086
906
$108K ﹤0.01%
16,933
+14,599
907
$108K ﹤0.01%
191
+85
908
$108K ﹤0.01%
3,605
+925
909
$108K ﹤0.01%
73,910
+73,810
910
$107K ﹤0.01%
11,287
+4,061
911
$107K ﹤0.01%
2,880
-10,953
912
$107K ﹤0.01%
1,160
-7,987
913
$107K ﹤0.01%
3,795
+3,633
914
$106K ﹤0.01%
1,600
915
$106K ﹤0.01%
+3,177
916
$106K ﹤0.01%
7,855
-13,249
917
$106K ﹤0.01%
972
-1,608
918
$106K ﹤0.01%
4,672
-40,711
919
$105K ﹤0.01%
3,194
-12,763
920
$105K ﹤0.01%
2,676
+1,654
921
$105K ﹤0.01%
11,930
-11,035
922
$105K ﹤0.01%
22,776
+5,430
923
$104K ﹤0.01%
14,367
-15,447
924
$104K ﹤0.01%
15,950
-27,427
925
$104K ﹤0.01%
+5,089
35 36
37
38 39