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
1326
$1K ﹤0.01%
+100
1327
$1K ﹤0.01%
367
-366
1328
$1K ﹤0.01%
943
-4,774
1329
$1K ﹤0.01%
249
+37
1330
$1K ﹤0.01%
650
-4,394
1331
$1K ﹤0.01%
+400
1332
$1K ﹤0.01%
137
-480
1333
$1K ﹤0.01%
+90
1334
$1K ﹤0.01%
389
+220
1335
$1K ﹤0.01%
+20
1336
$1K ﹤0.01%
24
-2,713
1337
$1K ﹤0.01%
+30
1338
$1K ﹤0.01%
18
-716
1339
$1K ﹤0.01%
58
1340
$1K ﹤0.01%
40
-5
1341
$1K ﹤0.01%
100
1342
$1K ﹤0.01%
109
-14,802
1343
$1K ﹤0.01%
120
1344
$1K ﹤0.01%
+100
1345
$1K ﹤0.01%
73
-827
1346
$1K ﹤0.01%
711
-5,003
1347
$1K ﹤0.01%
100
-200
1348
$1K ﹤0.01%
19
-237
1349
$1K ﹤0.01%
475
+213
1350
$1K ﹤0.01%
+482
52 53
54
55 56