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 13.54%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$30K ﹤0.01%
+756
1227
$30K ﹤0.01%
2,111
-2,100
1228
$30K ﹤0.01%
8,324
-7,267
1229
$30K ﹤0.01%
+1,773
1230
$29K ﹤0.01%
225
-2,575
1231
$29K ﹤0.01%
7,251
-10,500
1232
$29K ﹤0.01%
3,000
1233
$29K ﹤0.01%
+915
1234
$29K ﹤0.01%
+800
1235
$29K ﹤0.01%
177
-1,191
1236
$29K ﹤0.01%
3,820
-629
1237
$29K ﹤0.01%
200
1238
$29K ﹤0.01%
9,862
-40,306
1239
$29K ﹤0.01%
2,884
1240
$29K ﹤0.01%
616
-441
1241
$29K ﹤0.01%
3,013
-10,956
1242
$28K ﹤0.01%
7,870
+146
1243
$28K ﹤0.01%
700
+500
1244
$28K ﹤0.01%
+2,620
1245
$28K ﹤0.01%
4,936
+2,036
1246
$28K ﹤0.01%
710
-3,730
1247
$28K ﹤0.01%
+5,800
1248
$28K ﹤0.01%
152
-576
1249
$28K ﹤0.01%
+9,334
1250
$28K ﹤0.01%
+1,550
48 49
50
51 52