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
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
-360
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%
+7,079
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