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
1101
$43K ﹤0.01%
+400
1102
$43K ﹤0.01%
+2,140
1103
$43K ﹤0.01%
6,673
+4,703
1104
$43K ﹤0.01%
+300
1105
$43K ﹤0.01%
+1,726
1106
$43K ﹤0.01%
28,138
-11,888
1107
$42K ﹤0.01%
4,375
+4,275
1108
$42K ﹤0.01%
7,294
+2,734
1109
$42K ﹤0.01%
3,700
+500
1110
$42K ﹤0.01%
810
1111
$42K ﹤0.01%
10,624
-4,000
1112
$42K ﹤0.01%
16,407
-6,369
1113
$41K ﹤0.01%
2,316
-4,227
1114
$41K ﹤0.01%
1,300
-400
1115
$41K ﹤0.01%
+3,383
1116
$41K ﹤0.01%
756
+400
1117
$41K ﹤0.01%
1,712
-1,920
1118
$41K ﹤0.01%
1,681
-114,971
1119
$41K ﹤0.01%
1,862
+552
1120
$41K ﹤0.01%
777
-5,390
1121
$41K ﹤0.01%
712
-1,741
1122
$40K ﹤0.01%
7,100
-14,548
1123
$40K ﹤0.01%
1,000
+100
1124
$40K ﹤0.01%
+531
1125
$40K ﹤0.01%
+413
43 44
45
46 47