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
1301
$1K ﹤0.01%
500
1302
$1K ﹤0.01%
10,000
1303
$1K ﹤0.01%
131
-539
1304
$1K ﹤0.01%
1,000
-200
1305
$1K ﹤0.01%
125
-11,939
1306
$1K ﹤0.01%
133
+33
1307
$1K ﹤0.01%
+36
1308
$1K ﹤0.01%
132
-300
1309
$1K ﹤0.01%
40
-286
1310
$1K ﹤0.01%
288
-1,160
1311
$1K ﹤0.01%
+300
1312
$1K ﹤0.01%
+33
1313
$1K ﹤0.01%
+100
1314
$1K ﹤0.01%
24
-10
1315
$1K ﹤0.01%
100
-350
1316
$1K ﹤0.01%
46
-532
1317
$1K ﹤0.01%
210
-47
1318
$1K ﹤0.01%
48
-1,953
1319
$1K ﹤0.01%
260
1320
$1K ﹤0.01%
+100
1321
$1K ﹤0.01%
500
-100
1322
$1K ﹤0.01%
1,225
-2,804
1323
$1K ﹤0.01%
91
-478
1324
$1K ﹤0.01%
+600
1325
$1K ﹤0.01%
900
-4,822
51 52
53
54 55