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
926
$103K ﹤0.01%
7,993
+7,313
927
$103K ﹤0.01%
852
-532
928
$102K ﹤0.01%
+9,000
929
$102K ﹤0.01%
4,423
-424
930
$102K ﹤0.01%
+197
931
$101K ﹤0.01%
1,204
-234
932
$101K ﹤0.01%
23,918
+20,668
933
$100K ﹤0.01%
3,201
-3,381
934
$100K ﹤0.01%
+2,000
935
$100K ﹤0.01%
26,800
936
$99K ﹤0.01%
2,670
-16,388
937
$99K ﹤0.01%
10,000
938
$98K ﹤0.01%
+6,250
939
$98K ﹤0.01%
1,999
-3,783
940
$98K ﹤0.01%
+1,394
941
$98K ﹤0.01%
10,905
-5,653
942
$97K ﹤0.01%
4,825
+4,026
943
$97K ﹤0.01%
14,596
+9,873
944
$97K ﹤0.01%
405
-2,883
945
$96K ﹤0.01%
1,981
+1,481
946
$96K ﹤0.01%
512
+16
947
$96K ﹤0.01%
4,050
-1,500
948
$96K ﹤0.01%
4,709
-1,100
949
$95K ﹤0.01%
945
+907
950
$95K ﹤0.01%
+8,623
36 37
38
39 40