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
$1.22B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,473
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$30.9M
3
+$30.3M
4
GS icon
Goldman Sachs
GS
+$26.2M
5
BIDU icon
Baidu
BIDU
+$25.2M

Top Sells

1
+$30.9M
2
+$24.8M
3
+$15.3M
4
META icon
Meta Platforms (Facebook)
META
+$13.3M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Sector Composition

1 Consumer Discretionary 22.88%
2 Technology 14.02%
3 Communication Services 11.88%
4 Financials 5.24%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.46M 0.15%
85,643
+84,539
102
$2.41M 0.15%
15,944
-531
103
$2.38M 0.15%
4,902
+500
104
$2.37M 0.15%
+35,919
105
$2.32M 0.14%
33,751
+33,079
106
$2.32M 0.14%
+36,039
107
$2.31M 0.14%
68,463
+61,367
108
$2.29M 0.14%
389,960
+305,520
109
$2.28M 0.14%
39,169
+26,169
110
$2.22M 0.14%
53,232
+42,300
111
$2.22M 0.14%
55,224
+53,555
112
$2.2M 0.13%
23,113
+16,496
113
$2.17M 0.13%
55,276
+35,876
114
$2.16M 0.13%
21,300
+1,400
115
$2.12M 0.13%
32,643
+32,586
116
$2.11M 0.13%
10,230
+6,541
117
$2.1M 0.13%
86,997
+66,483
118
$2.07M 0.13%
17,794
+17,602
119
$2.04M 0.13%
+21,822
120
$2.04M 0.13%
43,418
+26,366
121
$2.04M 0.12%
+20,800
122
$2.01M 0.12%
12,232
+6,317
123
$1.99M 0.12%
34,401
+30,810
124
$1.97M 0.12%
31,661
+31,461
125
$1.95M 0.12%
+15,000
3 4
5
6 7