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
1401
$26K ﹤0.01%
3,350
-3,797
1402
$26K ﹤0.01%
971
-18,355
1403
$26K ﹤0.01%
2,900
1404
$26K ﹤0.01%
223
-377
1405
$26K ﹤0.01%
517
-667
1406
$26K ﹤0.01%
+900
1407
$26K ﹤0.01%
1,420
-2,820
1408
$26K ﹤0.01%
+5,941
1409
$26K ﹤0.01%
173
-1,014
1410
$25K ﹤0.01%
2,983
+2,178
1411
$25K ﹤0.01%
5,400
1412
$25K ﹤0.01%
+600
1413
$25K ﹤0.01%
+2,033
1414
$25K ﹤0.01%
2,304
+780
1415
$25K ﹤0.01%
2,266
+2,238
1416
$25K ﹤0.01%
6,870
-540
1417
$25K ﹤0.01%
+2,412
1418
$25K ﹤0.01%
2,629
-24,823
1419
$25K ﹤0.01%
2,700
+2,698
1420
$25K ﹤0.01%
170
+21
1421
$25K ﹤0.01%
1,730
+893
1422
$25K ﹤0.01%
12,383
-4,676
1423
$25K ﹤0.01%
7
-1
1424
$25K ﹤0.01%
7,121
+3,220
1425
$24K ﹤0.01%
300
-700
55 56
57
58 59