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
126
$2.61M 0.11%
22,684
+21,939
127
$2.6M 0.11%
109,436
-82,766
128
$2.55M 0.11%
120,962
+24,424
129
$2.48M 0.1%
11,885
+11,689
130
$2.48M 0.1%
41,992
-9,654
131
$2.46M 0.1%
14,268
+8,758
132
$2.45M 0.1%
35,999
-81,312
133
$2.41M 0.1%
23,334
+12,656
134
$2.37M 0.1%
23,398
-1,576
135
$2.37M 0.1%
+25,531
136
$2.37M 0.1%
40,198
-31,962
137
$2.27M 0.1%
871
+497
138
$2.26M 0.09%
+9,520
139
$2.26M 0.09%
241,855
+221,700
140
$2.24M 0.09%
44,771
+22,589
141
$2.22M 0.09%
116,652
-76,022
142
$2.21M 0.09%
37,895
-14,566
143
$2.18M 0.09%
23,309
+14,082
144
$2.17M 0.09%
35,980
+22,644
145
$2.15M 0.09%
103,437
+85,205
146
$2.14M 0.09%
22,620
+19,920
147
$2.13M 0.09%
9,502
-7,613
148
$2.13M 0.09%
70,968
+13,909
149
$2.12M 0.09%
258,160
+100,885
150
$2.07M 0.09%
64,635
+34,976
4 5
6
7 8