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
1451
$22K ﹤0.01%
303
+293
1452
$22K ﹤0.01%
2,017
-8,620
1453
$21K ﹤0.01%
1,322
-7,036
1454
$21K ﹤0.01%
244
-601
1455
$21K ﹤0.01%
400
1456
$21K ﹤0.01%
19,024
-25,894
1457
$21K ﹤0.01%
232
1458
$21K ﹤0.01%
+2,996
1459
$21K ﹤0.01%
1,200
-243
1460
$21K ﹤0.01%
342
-250
1461
$21K ﹤0.01%
532
-265
1462
$21K ﹤0.01%
100
-300
1463
$21K ﹤0.01%
+507
1464
$21K ﹤0.01%
600
-100
1465
$21K ﹤0.01%
77
-78
1466
$21K ﹤0.01%
2,843
-12,681
1467
$21K ﹤0.01%
3,100
-400
1468
$20K ﹤0.01%
600
-414
1469
$20K ﹤0.01%
+475
1470
$20K ﹤0.01%
2,972
-6,349
1471
$20K ﹤0.01%
+2,000
1472
$20K ﹤0.01%
780
-100
1473
$20K ﹤0.01%
+500
1474
$20K ﹤0.01%
308
-3,137
1475
$20K ﹤0.01%
68
-1,207
57 58
59
60 61