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
1051
$74K ﹤0.01%
9,533
+4,416
1052
$74K ﹤0.01%
3,960
+700
1053
$74K ﹤0.01%
2,843
-6,529
1054
$74K ﹤0.01%
7,621
-6,383
1055
$73K ﹤0.01%
4,942
+3,242
1056
$73K ﹤0.01%
+1,137
1057
$73K ﹤0.01%
+600
1058
$73K ﹤0.01%
14,600
+13,800
1059
$73K ﹤0.01%
+1,243
1060
$73K ﹤0.01%
16,934
-20,598
1061
$73K ﹤0.01%
+4,100
1062
$72K ﹤0.01%
558
+267
1063
$72K ﹤0.01%
5,449
+2,728
1064
$72K ﹤0.01%
1,120
+1,060
1065
$71K ﹤0.01%
11,804
+5,850
1066
$71K ﹤0.01%
1,407
+100
1067
$71K ﹤0.01%
1,350
+350
1068
$71K ﹤0.01%
4,000
-2,000
1069
$71K ﹤0.01%
566
+466
1070
$70K ﹤0.01%
3,028
-3,216
1071
$70K ﹤0.01%
1,322
-3,164
1072
$70K ﹤0.01%
12,590
1073
$69K ﹤0.01%
1,611
-866
1074
$69K ﹤0.01%
523
1075
$69K ﹤0.01%
184
+96
41 42
43
44 45