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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.06%
2 Financials 12.55%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$41K ﹤0.01%
+2,600
1252
$41K ﹤0.01%
1,993
-75
1253
$41K ﹤0.01%
1,652
-2,430
1254
$41K ﹤0.01%
28
+26
1255
$41K ﹤0.01%
1,623
+1,200
1256
$41K ﹤0.01%
109
-127
1257
$41K ﹤0.01%
930
-11,827
1258
$41K ﹤0.01%
1,818
-1,900
1259
$40K ﹤0.01%
1,871
-1,481
1260
$40K ﹤0.01%
+300
1261
$40K ﹤0.01%
4,383
-427
1262
$40K ﹤0.01%
+7,630
1263
$40K ﹤0.01%
+3,416
1264
$40K ﹤0.01%
938
-10,373
1265
$40K ﹤0.01%
2,258
1266
$40K ﹤0.01%
+803
1267
$40K ﹤0.01%
164
+7
1268
$40K ﹤0.01%
9,452
+2,964
1269
$39K ﹤0.01%
7,724
-20,117
1270
$39K ﹤0.01%
10,144
-422
1271
$39K ﹤0.01%
13,421
-921
1272
$39K ﹤0.01%
800
+700
1273
$39K ﹤0.01%
+1,159
1274
$39K ﹤0.01%
3,200
+3,100
1275
$39K ﹤0.01%
200
49 50
51
52 53