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
$636M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,499
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.3M
3
+$10.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.21M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.13M

Top Sells

1
+$19.5M
2
+$19.5M
3
+$14.1M
4
META icon
Meta Platforms (Facebook)
META
+$12.6M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$11.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 9.96%
3 Financials 9.19%
4 Energy 5.08%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$16K ﹤0.01%
455
-1,045
902
$16K ﹤0.01%
29
-3,463
903
$16K ﹤0.01%
1,300
-2,595
904
$16K ﹤0.01%
+6,131
905
$16K ﹤0.01%
85
-906
906
$16K ﹤0.01%
+623
907
$16K ﹤0.01%
118
-2
908
$16K ﹤0.01%
+79
909
$15K ﹤0.01%
11,480
+147
910
$15K ﹤0.01%
+1,049
911
$15K ﹤0.01%
+700
912
$15K ﹤0.01%
872
-8,422
913
$15K ﹤0.01%
576
-5,052
914
$15K ﹤0.01%
+300
915
$15K ﹤0.01%
+100
916
$15K ﹤0.01%
+252
917
$15K ﹤0.01%
2,872
-3,541
918
$15K ﹤0.01%
398
-2
919
$15K ﹤0.01%
85
-557
920
$15K ﹤0.01%
300
-26,551
921
$15K ﹤0.01%
+1,400
922
$14K ﹤0.01%
476
-895
923
$14K ﹤0.01%
+1,431
924
$14K ﹤0.01%
2,494
-2,850
925
$14K ﹤0.01%
2,887
-5,069
35 36
37
38 39