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
1376
$28K ﹤0.01%
+3,569
1377
$28K ﹤0.01%
1,750
-10,922
1378
$28K ﹤0.01%
542
1379
$28K ﹤0.01%
+2,788
1380
$28K ﹤0.01%
358
+39
1381
$28K ﹤0.01%
224
-1,251
1382
$28K ﹤0.01%
1,193
-1,639
1383
$27K ﹤0.01%
841
-159
1384
$27K ﹤0.01%
+1,043
1385
$27K ﹤0.01%
+332
1386
$27K ﹤0.01%
400
-100
1387
$27K ﹤0.01%
+910
1388
$27K ﹤0.01%
700
+100
1389
$27K ﹤0.01%
4,560
+660
1390
$27K ﹤0.01%
1,038
+450
1391
$27K ﹤0.01%
+200
1392
$27K ﹤0.01%
+606
1393
$27K ﹤0.01%
5,942
-28,266
1394
$27K ﹤0.01%
1,700
-100
1395
$27K ﹤0.01%
159
+89
1396
$26K ﹤0.01%
+5,941
1397
$26K ﹤0.01%
+1,731
1398
$26K ﹤0.01%
2,100
+600
1399
$26K ﹤0.01%
3,420
+1,273
1400
$26K ﹤0.01%
2
54 55
56
57 58