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
1176
$12K ﹤0.01%
696
1177
$12K ﹤0.01%
+300
1178
$12K ﹤0.01%
+1,300
1179
$11K ﹤0.01%
127
-2
1180
$11K ﹤0.01%
+200
1181
$11K ﹤0.01%
+600
1182
$11K ﹤0.01%
700
-7,200
1183
$11K ﹤0.01%
382
-2,092
1184
$11K ﹤0.01%
64
+56
1185
$11K ﹤0.01%
340
1186
$11K ﹤0.01%
600
-2,600
1187
$11K ﹤0.01%
1,321
-4,579
1188
$11K ﹤0.01%
1,097
+997
1189
$10K ﹤0.01%
1,000
1190
$10K ﹤0.01%
635
+400
1191
$10K ﹤0.01%
+100
1192
$10K ﹤0.01%
528
-5,813
1193
$10K ﹤0.01%
195
-2,900
1194
$10K ﹤0.01%
+300
1195
$10K ﹤0.01%
200
1196
$10K ﹤0.01%
400
-9,617
1197
$10K ﹤0.01%
+100
1198
$10K ﹤0.01%
231
+200
1199
$10K ﹤0.01%
91
-855
1200
$10K ﹤0.01%
300
-13,226
46 47
48
49 50