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
$760M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.2M
3
+$12.2M
4
C icon
Citigroup
C
+$10.9M
5
CRM icon
Salesforce
CRM
+$10.6M

Top Sells

1
+$47.5M
2
+$24.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$8K ﹤0.01%
300
1227
$8K ﹤0.01%
200
-6,574
1228
$8K ﹤0.01%
+1,451
1229
$8K ﹤0.01%
150
1230
$8K ﹤0.01%
+300
1231
$8K ﹤0.01%
99
-446
1232
$8K ﹤0.01%
+499
1233
$8K ﹤0.01%
+275
1234
$8K ﹤0.01%
201
1235
$8K ﹤0.01%
260
+250
1236
$8K ﹤0.01%
329
+100
1237
$8K ﹤0.01%
344
1238
$8K ﹤0.01%
2,100
1239
$7K ﹤0.01%
+200
1240
$7K ﹤0.01%
+300
1241
$7K ﹤0.01%
300
-3,022
1242
$7K ﹤0.01%
741
-359
1243
$7K ﹤0.01%
390
1244
$7K ﹤0.01%
+1,100
1245
$7K ﹤0.01%
+394
1246
$7K ﹤0.01%
+282
1247
$7K ﹤0.01%
200
-2,671
1248
$7K ﹤0.01%
+792
1249
$7K ﹤0.01%
+1,890
1250
$7K ﹤0.01%
400
-400
48 49
50
51 52