CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.06%
2 Financials 12.55%
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
1026
$77K 0.01%
1,469
+669
1027
$77K 0.01%
40,064
+9,816
1028
$77K 0.01%
5,500
+5,400
1029
$76K 0.01%
2,243
+517
1030
$76K 0.01%
+500
1031
$76K 0.01%
1,250
-13,376
1032
$76K 0.01%
1,000
+900
1033
$76K 0.01%
3,060
+2,060
1034
$76K 0.01%
+1,387
1035
$76K 0.01%
5,958
+5,900
1036
$76K 0.01%
2,428
-4,427
1037
$76K 0.01%
33,678
+29,910
1038
$76K 0.01%
+1,814
1039
$75K 0.01%
1,700
+540
1040
$75K 0.01%
152
+2
1041
$75K 0.01%
3,300
+1,100
1042
$75K 0.01%
9,366
-3,434
1043
$75K 0.01%
+1,400
1044
$75K 0.01%
33,286
-6,891
1045
$74K 0.01%
1,904
-10,523
1046
$74K 0.01%
+3,060
1047
$74K 0.01%
4,732
-15,150
1048
$74K 0.01%
2,020
-6,344
1049
$74K 0.01%
3,342
-5,643
1050
$74K 0.01%
952
+210
40 41
42
43 44