CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.06%
2 Financials 12.55%
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
1151
$56K ﹤0.01%
1,501
-20,499
1152
$56K ﹤0.01%
2,380
-320
1153
$56K ﹤0.01%
3,404
+3,204
1154
$56K ﹤0.01%
3,079
-2,747
1155
$55K ﹤0.01%
2,991
+1,277
1156
$55K ﹤0.01%
1,083
+109
1157
$55K ﹤0.01%
+1,200
1158
$55K ﹤0.01%
3,197
+629
1159
$55K ﹤0.01%
+1,053
1160
$55K ﹤0.01%
3,554
-4,314
1161
$55K ﹤0.01%
1,581
+651
1162
$55K ﹤0.01%
1,100
+100
1163
$54K ﹤0.01%
1,012
-653
1164
$54K ﹤0.01%
1,340
+220
1165
$54K ﹤0.01%
+1
1166
$54K ﹤0.01%
24,063
-11,105
1167
$54K ﹤0.01%
4,840
-6,098
1168
$53K ﹤0.01%
2,800
+400
1169
$53K ﹤0.01%
3,828
-7,122
1170
$53K ﹤0.01%
+1,900
1171
$53K ﹤0.01%
900
-1,693
1172
$53K ﹤0.01%
1,158
-14
1173
$53K ﹤0.01%
11,753
+6,540
1174
$53K ﹤0.01%
510
+60
1175
$53K ﹤0.01%
+2,238
45 46
47
48 49