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
1351
$1K ﹤0.01%
1,080
-21,391
1352
$1K ﹤0.01%
237
-3,359
1353
$1K ﹤0.01%
+50
1354
$1K ﹤0.01%
25
-744
1355
$1K ﹤0.01%
1,000
1356
$1K ﹤0.01%
1,308
-5,174
1357
$1K ﹤0.01%
40
-979
1358
$1K ﹤0.01%
+32
1359
$1K ﹤0.01%
309
-2,836
1360
$1K ﹤0.01%
84
-836
1361
$1K ﹤0.01%
27
+6
1362
$1K ﹤0.01%
700
1363
$1K ﹤0.01%
163
-975
1364
$1K ﹤0.01%
552
+200
1365
$1K ﹤0.01%
+10
1366
$1K ﹤0.01%
181
-16,346
1367
$1K ﹤0.01%
27
-82
1368
$1K ﹤0.01%
+25
1369
$1K ﹤0.01%
2,086
-482
1370
$1K ﹤0.01%
+1,910
1371
$1K ﹤0.01%
40
-179
1372
$1K ﹤0.01%
42
-243
1373
$1K ﹤0.01%
3,075
-10,650
1374
$1K ﹤0.01%
807
-5,045
1375
$1K ﹤0.01%
1,734
+860
53 54
55
56 57