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
1076
$69K ﹤0.01%
3,726
+600
1077
$69K ﹤0.01%
+1,500
1078
$68K ﹤0.01%
7,613
+3,263
1079
$68K ﹤0.01%
2,258
+904
1080
$68K ﹤0.01%
967
+797
1081
$68K ﹤0.01%
12,066
+7,966
1082
$68K ﹤0.01%
+518
1083
$68K ﹤0.01%
+5,000
1084
$68K ﹤0.01%
2,811
-8,797
1085
$67K ﹤0.01%
+4,370
1086
$67K ﹤0.01%
+400
1087
$67K ﹤0.01%
4,213
-5,504
1088
$67K ﹤0.01%
2,306
+1,626
1089
$67K ﹤0.01%
+1,223
1090
$67K ﹤0.01%
60,758
-1,300
1091
$67K ﹤0.01%
3,200
1092
$66K ﹤0.01%
637
-2,251
1093
$66K ﹤0.01%
1,000
-500
1094
$65K ﹤0.01%
15,591
+12,876
1095
$65K ﹤0.01%
1,253
+962
1096
$65K ﹤0.01%
2,713
-4,310
1097
$65K ﹤0.01%
760
1098
$65K ﹤0.01%
+7,254
1099
$64K ﹤0.01%
+340
1100
$64K ﹤0.01%
5
42 43
44
45 46