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
$1.63B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,903
New
Increased
Reduced
Closed

Top Buys

1
+$85.8M
2
+$58.2M
3
+$27.5M
4
PXD
Pioneer Natural Resource Co.
PXD
+$15.2M
5
CVX icon
Chevron
CVX
+$14.6M

Top Sells

1
+$68.2M
2
+$50.4M
3
+$21.3M
4
META icon
Meta Platforms (Facebook)
META
+$16M
5
ET icon
Energy Transfer Partners
ET
+$10M

Sector Composition

1 Communication Services 12.17%
2 Technology 11.74%
3 Healthcare 11.4%
4 Energy 9.18%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$69K ﹤0.01%
1,500
+772
1277
$69K ﹤0.01%
1,100
+900
1278
$68K ﹤0.01%
+255
1279
$68K ﹤0.01%
+8,758
1280
$68K ﹤0.01%
1,321
-598
1281
$68K ﹤0.01%
611
+361
1282
$67K ﹤0.01%
15,400
-22,026
1283
$67K ﹤0.01%
3,048
-2,620
1284
$67K ﹤0.01%
1,517
+399
1285
$67K ﹤0.01%
6,099
-13,501
1286
$67K ﹤0.01%
+934
1287
$67K ﹤0.01%
171
-71
1288
$67K ﹤0.01%
564
+304
1289
$67K ﹤0.01%
4,554
-5,737
1290
$67K ﹤0.01%
+806
1291
$67K ﹤0.01%
734
-586
1292
$67K ﹤0.01%
+2,381
1293
$66K ﹤0.01%
3,865
1294
$66K ﹤0.01%
8,176
+7,900
1295
$66K ﹤0.01%
900
+788
1296
$66K ﹤0.01%
+718
1297
$66K ﹤0.01%
6,567
-4,235
1298
$66K ﹤0.01%
850
+765
1299
$66K ﹤0.01%
2,540
1300
$65K ﹤0.01%
5,061
+3,948
50 51
52
53 54