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
951
$95K 0.01%
323
-728
952
$94K 0.01%
9,482
-88,250
953
$94K 0.01%
1,169
+865
954
$94K 0.01%
+8,738
955
$93K 0.01%
+1,200
956
$93K 0.01%
+800
957
$93K 0.01%
2,694
-2,516
958
$92K 0.01%
23,704
+17,504
959
$92K 0.01%
1,660
+1,640
960
$92K 0.01%
406
-71
961
$91K 0.01%
354
+214
962
$91K 0.01%
1,147
-674
963
$91K 0.01%
+9,062
964
$90K 0.01%
3,629
-3,864
965
$90K 0.01%
23,090
+13,571
966
$90K 0.01%
4,016
-26,836
967
$90K 0.01%
560
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968
$90K 0.01%
5,509
-1,705
969
$89K 0.01%
4,604
+2,060
970
$89K 0.01%
2,759
+1,599
971
$89K 0.01%
22,969
-73
972
$89K 0.01%
+708
973
$89K 0.01%
5,051
+3,381
974
$89K 0.01%
6,000
+5,200
975
$88K 0.01%
1,934
+1,923
37 38
39
40 41