CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.06%
2 Financials 12.55%
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%
4,423
-424
929
$102K 0.01%
+197
930
$102K 0.01%
+9,000
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%
1,999
-3,783
939
$98K 0.01%
+2,091
940
$98K 0.01%
10,905
-5,653
941
$98K 0.01%
+6,250
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%
4,050
-1,500
946
$96K 0.01%
4,709
-1,100
947
$96K 0.01%
1,981
+1,481
948
$96K 0.01%
512
+16
949
$95K 0.01%
945
+907
950
$95K 0.01%
+8,623
36 37
38
39 40