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 17.52%
2 Financials 12.09%
3 Consumer Discretionary 11.21%
4 Communication Services 8.5%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.71M 0.16%
170,127
-12,540
77
$3.71M 0.16%
27,416
-10,474
78
$3.69M 0.15%
22,164
-40,994
79
$3.56M 0.15%
83,367
+62,853
80
$3.54M 0.15%
9,055
+4,753
81
$3.54M 0.15%
17,047
+1,870
82
$3.53M 0.15%
+30,853
83
$3.5M 0.15%
23,603
-44,259
84
$3.5M 0.15%
19,056
-33,921
85
$3.48M 0.15%
54,879
+31,195
86
$3.44M 0.14%
28,722
-34,213
87
$3.43M 0.14%
170,603
+95,080
88
$3.39M 0.14%
+67,360
89
$3.39M 0.14%
188,711
+63,981
90
$3.36M 0.14%
20,193
+2,988
91
$3.34M 0.14%
23,002
+2,514
92
$3.31M 0.14%
53,112
+17,111
93
$3.3M 0.14%
23,058
+8,258
94
$3.29M 0.14%
90,398
+12,776
95
$3.28M 0.14%
103,593
-32,559
96
$3.26M 0.14%
45,501
-4,630
97
$3.25M 0.14%
14,266
-32,434
98
$3.24M 0.14%
12,567
+8,667
99
$3.22M 0.13%
38,774
-472,006
100
$3.19M 0.13%
+61,067
2 3
4
5 6