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
$636M
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,499
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.3M
3
+$10.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.21M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$9.13M

Top Sells

1
+$19.5M
2
+$19.5M
3
+$14.1M
4
META icon
Meta Platforms (Facebook)
META
+$12.6M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$11.2M

Sector Composition

1 Technology 16.85%
2 Consumer Discretionary 9.96%
3 Financials 9.19%
4 Energy 5.08%
5 Communication Services 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2K ﹤0.01%
570
-1,718
1277
– –
0
1278
$2K ﹤0.01%
1
-4
1279
$2K ﹤0.01%
1,509
+1,071
1280
$2K ﹤0.01%
50
-594
1281
$2K ﹤0.01%
193
-10,926
1282
$2K ﹤0.01%
60
1283
$2K ﹤0.01%
1,341
1284
$2K ﹤0.01%
1,567
+816
1285
$2K ﹤0.01%
9
-15
1286
$2K ﹤0.01%
5,637
-9,725
1287
$2K ﹤0.01%
10,968
-400
1288
$2K ﹤0.01%
1,700
-311
1289
$2K ﹤0.01%
302
-680
1290
$1K ﹤0.01%
160
+47
1291
$1K ﹤0.01%
+20
1292
$1K ﹤0.01%
+74
1293
$1K ﹤0.01%
13
-260
1294
$1K ﹤0.01%
388
-256
1295
$1K ﹤0.01%
+9
1296
$1K ﹤0.01%
266
1297
$1K ﹤0.01%
53
-9,626
1298
$1K ﹤0.01%
+314
1299
$1K ﹤0.01%
100
1300
$1K ﹤0.01%
232
-10
50 51
52
53 54