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
976
$88K ﹤0.01%
290
+190
977
$87K ﹤0.01%
2,600
-1,863
978
$87K ﹤0.01%
+5,382
979
$87K ﹤0.01%
2,006
-32,061
980
$87K ﹤0.01%
17,751
+10,600
981
$87K ﹤0.01%
+1,000
982
$87K ﹤0.01%
255
+202
983
$87K ﹤0.01%
3,854
+1,252
984
$86K ﹤0.01%
253
-89
985
$86K ﹤0.01%
2,026
-533
986
$86K ﹤0.01%
4,211
-2,500
987
$86K ﹤0.01%
6,216
-16,844
988
$86K ﹤0.01%
690
+630
989
$86K ﹤0.01%
+3,500
990
$86K ﹤0.01%
800
+100
991
$86K ﹤0.01%
+1,111
992
$85K ﹤0.01%
+3,754
993
$85K ﹤0.01%
1,050
+700
994
$85K ﹤0.01%
+4,850
995
$85K ﹤0.01%
231
-326
996
$85K ﹤0.01%
5,010
-3,048
997
$85K ﹤0.01%
7,073
-1,300
998
$84K ﹤0.01%
25,606
+1,658
999
$84K ﹤0.01%
21,794
+235
1000
$83K ﹤0.01%
2,553
-2,491
38 39
40
41 42