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
$760M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.2M
3
+$12.2M
4
C icon
Citigroup
C
+$10.9M
5
CRM icon
Salesforce
CRM
+$10.6M

Top Sells

1
+$47.5M
2
+$24.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$13K ﹤0.01%
+400
1152
$13K ﹤0.01%
+1,184
1153
$13K ﹤0.01%
+1,189
1154
$13K ﹤0.01%
4
+3
1155
$13K ﹤0.01%
1,286
-1,400
1156
$13K ﹤0.01%
1,300
1157
$13K ﹤0.01%
100
-1,399
1158
$12K ﹤0.01%
2,769
-800
1159
$12K ﹤0.01%
481
1160
$12K ﹤0.01%
245
-1,600
1161
$12K ﹤0.01%
1,940
-31,728
1162
$12K ﹤0.01%
3,400
1163
$12K ﹤0.01%
3,600
+3,000
1164
$12K ﹤0.01%
1,392
-200
1165
$12K ﹤0.01%
400
-1,911
1166
$12K ﹤0.01%
+2,600
1167
$12K ﹤0.01%
1,100
+300
1168
$12K ﹤0.01%
4,200
-3,100
1169
$12K ﹤0.01%
300
-700
1170
$12K ﹤0.01%
+100
1171
$12K ﹤0.01%
+399
1172
$12K ﹤0.01%
800
+600
1173
$12K ﹤0.01%
1,234
-361
1174
$12K ﹤0.01%
+199
1175
$12K ﹤0.01%
202
-2,899
45 46
47
48 49