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
926
$35K ﹤0.01%
+1,700
927
$35K ﹤0.01%
1,519
+1,377
928
$35K ﹤0.01%
4,581
-21,246
929
$34K ﹤0.01%
444
-1,611
930
$34K ﹤0.01%
+808
931
$34K ﹤0.01%
+1,241
932
$34K ﹤0.01%
407
-2,993
933
$34K ﹤0.01%
+900
934
$34K ﹤0.01%
+472
935
$34K ﹤0.01%
65
-175
936
$34K ﹤0.01%
957
-2,728
937
$33K ﹤0.01%
843
-16,901
938
$33K ﹤0.01%
2,994
+1,794
939
$33K ﹤0.01%
7,054
+3,750
940
$33K ﹤0.01%
+1,787
941
$33K ﹤0.01%
750
-77,213
942
$33K ﹤0.01%
2,400
+800
943
$33K ﹤0.01%
939
-3,784
944
$33K ﹤0.01%
+300
945
$33K ﹤0.01%
2,500
+2,194
946
$32K ﹤0.01%
330
-6,294
947
$32K ﹤0.01%
2,948
+1,395
948
$32K ﹤0.01%
1,605
-17,870
949
$32K ﹤0.01%
900
-4,494
950
$32K ﹤0.01%
233
+206
36 37
38
39 40