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
1126
$60K ﹤0.01%
+12,972
1127
$60K ﹤0.01%
+1,640
1128
$60K ﹤0.01%
1,617
+43
1129
$60K ﹤0.01%
501
+401
1130
$60K ﹤0.01%
+908
1131
$60K ﹤0.01%
1,000
-2,919
1132
$60K ﹤0.01%
16,331
+11,126
1133
$60K ﹤0.01%
6,100
-92,584
1134
$59K ﹤0.01%
1,618
+731
1135
$59K ﹤0.01%
3,983
+3,783
1136
$59K ﹤0.01%
300
-600
1137
$59K ﹤0.01%
+696
1138
$58K ﹤0.01%
+2,488
1139
$58K ﹤0.01%
9,361
+740
1140
$58K ﹤0.01%
+6,675
1141
$58K ﹤0.01%
24,794
+10,222
1142
$57K ﹤0.01%
+486
1143
$57K ﹤0.01%
2,886
-21,434
1144
$57K ﹤0.01%
957
-1,547
1145
$57K ﹤0.01%
2,649
-28,721
1146
$57K ﹤0.01%
7,272
-7,359
1147
$57K ﹤0.01%
1,550
+1,538
1148
$57K ﹤0.01%
40,026
-27,949
1149
$56K ﹤0.01%
977
+277
1150
$56K ﹤0.01%
2,974
-3,633
44 45
46
47 48