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

Top Buys

1
+$13.7M
2
+$12M
3
+$11.8M
4
C icon
Citigroup
C
+$10.8M
5
CRM icon
Salesforce
CRM
+$10.4M

Top Sells

1
+$45.6M
2
+$22.9M
3
+$22.8M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.3M
5
META icon
Meta Platforms (Facebook)
META
+$20.1M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$8K ﹤0.01%
344
1227
$8K ﹤0.01%
2,100
1228
$8K ﹤0.01%
+606
1229
$8K ﹤0.01%
100
-198
1230
$8K ﹤0.01%
+200
1231
$8K ﹤0.01%
301
-5,300
1232
$8K ﹤0.01%
300
1233
$8K ﹤0.01%
200
-6,574
1234
$8K ﹤0.01%
+1,451
1235
$8K ﹤0.01%
150
1236
$8K ﹤0.01%
+300
1237
$8K ﹤0.01%
99
-446
1238
$8K ﹤0.01%
+499
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