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
1426
$24K ﹤0.01%
586
+500
1427
$24K ﹤0.01%
204
-3,858
1428
$24K ﹤0.01%
1,100
+500
1429
$24K ﹤0.01%
3,950
+800
1430
$24K ﹤0.01%
2,442
-14,254
1431
$23K ﹤0.01%
9
+5
1432
$23K ﹤0.01%
569
+75
1433
$23K ﹤0.01%
+3,231
1434
$23K ﹤0.01%
7,100
+1,000
1435
$23K ﹤0.01%
846
-612
1436
$23K ﹤0.01%
+76
1437
$23K ﹤0.01%
1,418
+228
1438
$23K ﹤0.01%
200
-140
1439
$23K ﹤0.01%
1,386
-368
1440
$23K ﹤0.01%
+134
1441
$23K ﹤0.01%
2,000
-4,934
1442
$23K ﹤0.01%
1,578
-5,200
1443
$23K ﹤0.01%
600
-2,200
1444
$23K ﹤0.01%
1,036
+298
1445
$23K ﹤0.01%
2,300
1446
$23K ﹤0.01%
+1,200
1447
$22K ﹤0.01%
3,518
1448
$22K ﹤0.01%
400
-500
1449
$22K ﹤0.01%
201
-11,941
1450
$22K ﹤0.01%
+1,360
56 57
58
59 60