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
1276
$6K ﹤0.01%
+198
1277
$6K ﹤0.01%
488
-1,800
1278
$6K ﹤0.01%
+1,000
1279
$6K ﹤0.01%
+200
1280
$6K ﹤0.01%
+300
1281
$6K ﹤0.01%
+200
1282
$6K ﹤0.01%
1,931
-1,600
1283
$6K ﹤0.01%
+3,000
1284
$6K ﹤0.01%
5,000
1285
$5K ﹤0.01%
647
+438
1286
$5K ﹤0.01%
200
-200
1287
$5K ﹤0.01%
442
-14,730
1288
$5K ﹤0.01%
+400
1289
$5K ﹤0.01%
+200
1290
$5K ﹤0.01%
678
-10,900
1291
$5K ﹤0.01%
153
-100
1292
$5K ﹤0.01%
+199
1293
$5K ﹤0.01%
200
-99
1294
$5K ﹤0.01%
+100
1295
$5K ﹤0.01%
200
-200
1296
$5K ﹤0.01%
+106
1297
$5K ﹤0.01%
500
+200
1298
$5K ﹤0.01%
+400
1299
$5K ﹤0.01%
500
+267
1300
$5K ﹤0.01%
110
-80,358
50 51
52
53 54