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
951
$32K ﹤0.01%
+2,700
952
$31K ﹤0.01%
1,682
+1,600
953
$31K ﹤0.01%
413
-1,200
954
$31K ﹤0.01%
1,090
-4,760
955
$31K ﹤0.01%
+644
956
$31K ﹤0.01%
+300
957
$31K ﹤0.01%
+386
958
$31K ﹤0.01%
+644
959
$31K ﹤0.01%
3,213
-1,100
960
$31K ﹤0.01%
+600
961
$31K ﹤0.01%
2,503
-1,956
962
$30K ﹤0.01%
896
-500
963
$30K ﹤0.01%
2,548
+148
964
$30K ﹤0.01%
269
965
$30K ﹤0.01%
+1,600
966
$30K ﹤0.01%
765
967
$30K ﹤0.01%
1,800
968
$30K ﹤0.01%
1,200
+800
969
$28K ﹤0.01%
2,000
970
$28K ﹤0.01%
600
-2,900
971
$28K ﹤0.01%
600
+99
972
$28K ﹤0.01%
1,020
-3,300
973
$28K ﹤0.01%
780
-120
974
$28K ﹤0.01%
3,287
975
$28K ﹤0.01%
+4,884
37 38
39
40 41