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 17.52%
2 Financials 12.09%
3 Consumer Discretionary 11.21%
4 Communication Services 8.5%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.18M 0.13%
89,057
+41,932
102
$3.15M 0.13%
6,268
+2,885
103
$3.09M 0.13%
14,965
+1,814
104
$3.09M 0.13%
31,478
+13,731
105
$3.06M 0.13%
140,381
-47,340
106
$3.04M 0.13%
18,385
+2,517
107
$2.96M 0.12%
32,830
+7,330
108
$2.91M 0.12%
96,371
-30,275
109
$2.88M 0.12%
+30,470
110
$2.87M 0.12%
24,536
+21,698
111
$2.86M 0.12%
59,328
-24,132
112
$2.86M 0.12%
57,872
+26,560
113
$2.86M 0.12%
27,397
+24,140
114
$2.84M 0.12%
5,010
+1,568
115
$2.83M 0.12%
4,300
+3,550
116
$2.82M 0.12%
7,859
-18,468
117
$2.76M 0.12%
103,823
+102,148
118
$2.7M 0.11%
25,560
-11,303
119
$2.7M 0.11%
11,252
+10,599
120
$2.69M 0.11%
+18,805
121
$2.69M 0.11%
+16,671
122
$2.67M 0.11%
68,373
+3,325
123
$2.65M 0.11%
50,932
-32,893
124
$2.62M 0.11%
100,041
+35,671
125
$2.62M 0.11%
79,694
+4,014
3 4
5
6 7