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
1251
$7K ﹤0.01%
+200
1252
$7K ﹤0.01%
253
-544
1253
$7K ﹤0.01%
57
-12
1254
$7K ﹤0.01%
5,600
+1,106
1255
$7K ﹤0.01%
+1,400
1256
$7K ﹤0.01%
5,000
+4,900
1257
$7K ﹤0.01%
+1,200
1258
$7K ﹤0.01%
+98
1259
$6K ﹤0.01%
300
1260
$6K ﹤0.01%
+100
1261
$6K ﹤0.01%
107
1262
$6K ﹤0.01%
377
-300
1263
$6K ﹤0.01%
1,800
-44,857
1264
$6K ﹤0.01%
+440
1265
$6K ﹤0.01%
226
-5,100
1266
$6K ﹤0.01%
483
-2,212
1267
$6K ﹤0.01%
2,000
+1,900
1268
$6K ﹤0.01%
+100
1269
$6K ﹤0.01%
+500
1270
$6K ﹤0.01%
100
-500
1271
$6K ﹤0.01%
59
-1,068
1272
$6K ﹤0.01%
1,002
-7,900
1273
$6K ﹤0.01%
400
1274
$6K ﹤0.01%
1,393
1275
$6K ﹤0.01%
+100
49 50
51
52 53