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
1301
$35K ﹤0.01%
+1,000
1302
$35K ﹤0.01%
1,300
-1,800
1303
$35K ﹤0.01%
+1,810
1304
$35K ﹤0.01%
667
+666
1305
$35K ﹤0.01%
401
-25,350
1306
$35K ﹤0.01%
+1,203
1307
$35K ﹤0.01%
+726
1308
$35K ﹤0.01%
9,626
+1,326
1309
$35K ﹤0.01%
+200
1310
$35K ﹤0.01%
1,210
+500
1311
$35K ﹤0.01%
17,197
-95,277
1312
$35K ﹤0.01%
2,155
+2,080
1313
$34K ﹤0.01%
1,839
-1,701
1314
$34K ﹤0.01%
599
+300
1315
$34K ﹤0.01%
136
1316
$34K ﹤0.01%
+2,305
1317
$34K ﹤0.01%
373
-13
1318
$34K ﹤0.01%
+1,000
1319
$34K ﹤0.01%
188
+152
1320
$34K ﹤0.01%
262
+222
1321
$34K ﹤0.01%
342
+252
1322
$33K ﹤0.01%
301
-1,216
1323
$33K ﹤0.01%
3,494
+2,300
1324
$33K ﹤0.01%
538
+420
1325
$33K ﹤0.01%
+40
51 52
53
54 55