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
1351
$30K ﹤0.01%
+800
1352
$30K ﹤0.01%
811
-358
1353
$30K ﹤0.01%
4,619
-954
1354
$30K ﹤0.01%
1,095
-1,511
1355
$30K ﹤0.01%
1,310
-2,024
1356
$30K ﹤0.01%
11,970
-10,020
1357
$30K ﹤0.01%
4,449
-1,100
1358
$30K ﹤0.01%
6,600
+3,700
1359
$30K ﹤0.01%
2,884
-2,137
1360
$30K ﹤0.01%
575
-230
1361
$30K ﹤0.01%
400
+100
1362
$30K ﹤0.01%
500
+300
1363
$30K ﹤0.01%
+160
1364
$29K ﹤0.01%
1,400
-400
1365
$29K ﹤0.01%
1,191
-8,118
1366
$29K ﹤0.01%
163
-5,797
1367
$29K ﹤0.01%
156
+20
1368
$29K ﹤0.01%
445
+150
1369
$29K ﹤0.01%
3,180
-300
1370
$29K ﹤0.01%
775
-3,732
1371
$29K ﹤0.01%
+815
1372
$29K ﹤0.01%
+3,000
1373
$29K ﹤0.01%
612
-347
1374
$29K ﹤0.01%
1,303
-38,856
1375
$28K ﹤0.01%
1,193
-1,639
53 54
55
56 57