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
1176
$53K ﹤0.01%
+2,900
1177
$52K ﹤0.01%
942
-10,580
1178
$52K ﹤0.01%
2,287
+1,287
1179
$52K ﹤0.01%
1,050
-910
1180
$52K ﹤0.01%
2,408
-2,582
1181
$52K ﹤0.01%
15
-5
1182
$51K ﹤0.01%
+1,501
1183
$51K ﹤0.01%
3,274
-477
1184
$51K ﹤0.01%
310
-88
1185
$51K ﹤0.01%
1,707
-9,076
1186
$51K ﹤0.01%
+6,000
1187
$49K ﹤0.01%
2,800
-49,533
1188
$49K ﹤0.01%
2,502
-200
1189
$49K ﹤0.01%
2,027
-1,266
1190
$48K ﹤0.01%
1,013
-1,851
1191
$48K ﹤0.01%
293
-807
1192
$48K ﹤0.01%
734
+381
1193
$48K ﹤0.01%
10,382
-217
1194
$48K ﹤0.01%
2,711
+766
1195
$48K ﹤0.01%
120
-1,442
1196
$48K ﹤0.01%
2,942
-3,520
1197
$48K ﹤0.01%
+2,447
1198
$47K ﹤0.01%
2,143
-2,600
1199
$47K ﹤0.01%
34,742
-703,517
1200
$47K ﹤0.01%
1,791
-1,165
46 47
48
49 50