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
1326
$33K ﹤0.01%
+1,500
1327
$33K ﹤0.01%
702
-43
1328
$33K ﹤0.01%
2,000
+1,700
1329
$33K ﹤0.01%
+2,105
1330
$32K ﹤0.01%
+966
1331
$32K ﹤0.01%
+6,272
1332
$32K ﹤0.01%
1,363
-7,438
1333
$32K ﹤0.01%
473
1334
$32K ﹤0.01%
+765
1335
$32K ﹤0.01%
611
-8,992
1336
$32K ﹤0.01%
200
-200
1337
$32K ﹤0.01%
+6,391
1338
$32K ﹤0.01%
4,800
+2,120
1339
$32K ﹤0.01%
3
1340
$31K ﹤0.01%
8,500
+7,300
1341
$31K ﹤0.01%
1,000
-200
1342
$31K ﹤0.01%
400
-3,331
1343
$31K ﹤0.01%
732
-927
1344
$31K ﹤0.01%
1,000
-4,830
1345
$31K ﹤0.01%
3,578
+2,835
1346
$30K ﹤0.01%
496
-1,384
1347
$30K ﹤0.01%
1,700
-1,000
1348
$30K ﹤0.01%
6,534
-9,121
1349
$30K ﹤0.01%
100
-1,834
1350
$30K ﹤0.01%
400
+300
52 53
54
55 56