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
1201
$47K ﹤0.01%
840
1202
$47K ﹤0.01%
+2,303
1203
$47K ﹤0.01%
1,300
-3,700
1204
$47K ﹤0.01%
+14,045
1205
$47K ﹤0.01%
7,400
1206
$47K ﹤0.01%
1,000
-1,100
1207
$47K ﹤0.01%
1,930
+1,081
1208
$46K ﹤0.01%
3,955
+2,200
1209
$46K ﹤0.01%
15,372
-32,663
1210
$46K ﹤0.01%
2
1211
$46K ﹤0.01%
144
-37
1212
$46K ﹤0.01%
1,260
-10,138
1213
$46K ﹤0.01%
490
+265
1214
$46K ﹤0.01%
+1,800
1215
$46K ﹤0.01%
11,872
+7,832
1216
$46K ﹤0.01%
2,600
+800
1217
$46K ﹤0.01%
+2,798
1218
$46K ﹤0.01%
600
+200
1219
$46K ﹤0.01%
1,032
-20,032
1220
$46K ﹤0.01%
3,136
-882
1221
$46K ﹤0.01%
900
-900
1222
$46K ﹤0.01%
330
+30
1223
$45K ﹤0.01%
6,769
-27,020
1224
$45K ﹤0.01%
548
-1,400
1225
$45K ﹤0.01%
+2,200
47 48
49
50 51