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
1126
$40K ﹤0.01%
536
-764
1127
$40K ﹤0.01%
+1,851
1128
$39K ﹤0.01%
1,478
-7,856
1129
$39K ﹤0.01%
1,400
-7,600
1130
$39K ﹤0.01%
+1,789
1131
$39K ﹤0.01%
8,048
-11,045
1132
$39K ﹤0.01%
2,000
-200
1133
$39K ﹤0.01%
1,034
-27
1134
$39K ﹤0.01%
15,601
+11,744
1135
$39K ﹤0.01%
6,761
-20,320
1136
$38K ﹤0.01%
1,703
-65,977
1137
$38K ﹤0.01%
+2,247
1138
$38K ﹤0.01%
955
-1,598
1139
$38K ﹤0.01%
1,123
+1,098
1140
$38K ﹤0.01%
611
-334
1141
$38K ﹤0.01%
481
-154
1142
$38K ﹤0.01%
+3,752
1143
$38K ﹤0.01%
200
1144
$38K ﹤0.01%
+594
1145
$38K ﹤0.01%
206
-25
1146
$38K ﹤0.01%
+7,015
1147
$37K ﹤0.01%
2,000
+1,630
1148
$37K ﹤0.01%
555
-592
1149
$37K ﹤0.01%
639
+194
1150
$37K ﹤0.01%
4,740
-9,212
44 45
46
47 48