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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
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%
400
+100
1359
$30K ﹤0.01%
500
+300
1360
$30K ﹤0.01%
+160
1361
$30K ﹤0.01%
496
-1,384
1362
$30K ﹤0.01%
1,700
-1,000
1363
$30K ﹤0.01%
6,534
-9,121
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%
775
-3,732
1370
$29K ﹤0.01%
+815
1371
$29K ﹤0.01%
+3,000
1372
$29K ﹤0.01%
3,180
-300
1373
$29K ﹤0.01%
612
-347
1374
$29K ﹤0.01%
1,303
-38,856
1375
$28K ﹤0.01%
1,100
+700
53 54
55
56 57