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
1001
$83K ﹤0.01%
+14,724
1002
$83K ﹤0.01%
12,718
-10,807
1003
$83K ﹤0.01%
13,952
+7,091
1004
$83K ﹤0.01%
2,333
+1,470
1005
$83K ﹤0.01%
6,179
-17,822
1006
$82K ﹤0.01%
1,000
+800
1007
$82K ﹤0.01%
+5,694
1008
$82K ﹤0.01%
2,195
-6,109
1009
$82K ﹤0.01%
35,114
+3,636
1010
$82K ﹤0.01%
3,585
+3,484
1011
$81K ﹤0.01%
+1,720
1012
$81K ﹤0.01%
750
+80
1013
$81K ﹤0.01%
4,943
-32,525
1014
$80K ﹤0.01%
1,093
-14,115
1015
$80K ﹤0.01%
3,000
+400
1016
$79K ﹤0.01%
281
-500
1017
$79K ﹤0.01%
+1,700
1018
$79K ﹤0.01%
+9,109
1019
$78K ﹤0.01%
4,910
+1,250
1020
$78K ﹤0.01%
2,101
-239
1021
$78K ﹤0.01%
+9,974
1022
$78K ﹤0.01%
1,450
+325
1023
$77K ﹤0.01%
5,391
+4,601
1024
$77K ﹤0.01%
2,418
-2,200
1025
$77K ﹤0.01%
+711
39 40
41
42 43