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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$75K ﹤0.01%
4,985
-66
902
$75K ﹤0.01%
+2,500
903
$74K ﹤0.01%
2,384
-6,957
904
$74K ﹤0.01%
723
-4,278
905
$74K ﹤0.01%
1,527
-7,493
906
$74K ﹤0.01%
7,073
-18,827
907
$73K ﹤0.01%
300
-720
908
$73K ﹤0.01%
1,831
+1,612
909
$73K ﹤0.01%
+778
910
$73K ﹤0.01%
1,356
-284
911
$73K ﹤0.01%
7,434
-8,100
912
$72K ﹤0.01%
1,646
-7,442
913
$72K ﹤0.01%
14,911
+187
914
$72K ﹤0.01%
2,483
-1,344
915
$72K ﹤0.01%
4,282
+4,256
916
$72K ﹤0.01%
1,251
+28
917
$71K ﹤0.01%
6,329
+6,031
918
$71K ﹤0.01%
2,100
-5,500
919
$71K ﹤0.01%
3,394
+3,096
920
$71K ﹤0.01%
4,034
+3,840
921
$71K ﹤0.01%
13,750
-11,110
922
$71K ﹤0.01%
4,660
-16,805
923
$71K ﹤0.01%
+19,500
924
$71K ﹤0.01%
+754
925
$71K ﹤0.01%
4,456
-4,600
35 36
37
38 39