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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$32K ﹤0.01%
400
-600
1202
$32K ﹤0.01%
+450
1203
$32K ﹤0.01%
139
-114
1204
$32K ﹤0.01%
+6,852
1205
$32K ﹤0.01%
+14,172
1206
$31K ﹤0.01%
+1,502
1207
$31K ﹤0.01%
3,000
-29,400
1208
$31K ﹤0.01%
+261
1209
$31K ﹤0.01%
94
-50
1210
$31K ﹤0.01%
+596
1211
$31K ﹤0.01%
599
1212
$31K ﹤0.01%
+2,730
1213
$31K ﹤0.01%
+1,690
1214
$31K ﹤0.01%
381
-1,637
1215
$31K ﹤0.01%
+560
1216
$31K ﹤0.01%
704
+572
1217
$31K ﹤0.01%
6,982
-15,138
1218
$31K ﹤0.01%
+7,786
1219
$30K ﹤0.01%
+756
1220
$30K ﹤0.01%
2,111
-2,100
1221
$30K ﹤0.01%
8,324
-7,267
1222
$30K ﹤0.01%
+1,773
1223
$30K ﹤0.01%
+8,880
1224
$30K ﹤0.01%
200
1225
$30K ﹤0.01%
4,576
-10,386
47 48
49
50 51