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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$61K ﹤0.01%
737
-14,456
977
$61K ﹤0.01%
5,759
-2,234
978
$61K ﹤0.01%
+8,476
979
$61K ﹤0.01%
3,720
+2,640
980
$60K ﹤0.01%
6,091
-18,450
981
$60K ﹤0.01%
1,929
-671
982
$60K ﹤0.01%
4,621
-3,360
983
$60K ﹤0.01%
+3,688
984
$60K ﹤0.01%
2,939
+2,600
985
$60K ﹤0.01%
403
-7,296
986
$59K ﹤0.01%
1,978
-177
987
$58K ﹤0.01%
+900
988
$58K ﹤0.01%
984
-1,657
989
$58K ﹤0.01%
+2,040
990
$58K ﹤0.01%
952
991
$58K ﹤0.01%
6,137
+4,717
992
$57K ﹤0.01%
2,400
+1,300
993
$56K ﹤0.01%
905
+597
994
$56K ﹤0.01%
+1,000
995
$56K ﹤0.01%
6,242
+1,300
996
$56K ﹤0.01%
3,921
-5,912
997
$56K ﹤0.01%
1,000
-48,098
998
$56K ﹤0.01%
909
+609
999
$56K ﹤0.01%
+450
1000
$56K ﹤0.01%
3,200
38 39
40
41 42