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
1326
$4K ﹤0.01%
200
-100
1327
$4K ﹤0.01%
+300
1328
$4K ﹤0.01%
200
-7,674
1329
$4K ﹤0.01%
133
-59
1330
$4K ﹤0.01%
+66
1331
$4K ﹤0.01%
96
-300
1332
$4K ﹤0.01%
20
-2,900
1333
$4K ﹤0.01%
270
1334
$4K ﹤0.01%
500
-1,611
1335
$4K ﹤0.01%
299
+200
1336
$4K ﹤0.01%
+130
1337
$3K ﹤0.01%
+900
1338
$3K ﹤0.01%
25
-598
1339
$3K ﹤0.01%
500
-100
1340
$3K ﹤0.01%
14
-619
1341
$3K ﹤0.01%
100
-6,898
1342
$3K ﹤0.01%
48
-56
1343
$3K ﹤0.01%
+10
1344
$3K ﹤0.01%
2
-27
1345
$3K ﹤0.01%
1,773
-5,650
1346
$3K ﹤0.01%
300
+100
1347
$3K ﹤0.01%
258
-2,864
1348
$3K ﹤0.01%
100
1349
$3K ﹤0.01%
200
1350
$3K ﹤0.01%
3,800
52 53
54
55 56