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
1351
$3K ﹤0.01%
100
-300
1352
$3K ﹤0.01%
99
-400
1353
$3K ﹤0.01%
+400
1354
$3K ﹤0.01%
+50
1355
$3K ﹤0.01%
100
1356
$3K ﹤0.01%
+1,800
1357
$3K ﹤0.01%
1,200
1358
$3K ﹤0.01%
400
-13,866
1359
$3K ﹤0.01%
+181
1360
$3K ﹤0.01%
34
1361
$3K ﹤0.01%
476
-3,890
1362
$3K ﹤0.01%
300
-1,000
1363
$3K ﹤0.01%
+60
1364
$3K ﹤0.01%
125
-6,191
1365
$3K ﹤0.01%
+4,853
1366
$3K ﹤0.01%
99
-1
1367
$2K ﹤0.01%
137
-455
1368
$2K ﹤0.01%
+100
1369
$2K ﹤0.01%
13
-412
1370
$2K ﹤0.01%
691
+400
1371
$2K ﹤0.01%
+123
1372
$2K ﹤0.01%
+200
1373
$2K ﹤0.01%
1
1374
$2K ﹤0.01%
275
-200
1375
– –
0
53 54
55
56 57