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
1476
$20K ﹤0.01%
600
-500
1477
$20K ﹤0.01%
2,967
+2
1478
$20K ﹤0.01%
400
-400
1479
$20K ﹤0.01%
300
-200
1480
$20K ﹤0.01%
+100
1481
$20K ﹤0.01%
2,084
+1,934
1482
$20K ﹤0.01%
9,282
+9,082
1483
$20K ﹤0.01%
600
-414
1484
$19K ﹤0.01%
420
-80
1485
$19K ﹤0.01%
3,000
-2,455
1486
$19K ﹤0.01%
2,005
+1,346
1487
$19K ﹤0.01%
535
-4,380
1488
$19K ﹤0.01%
+2,000
1489
$19K ﹤0.01%
700
1490
$19K ﹤0.01%
2,500
1491
$19K ﹤0.01%
470
-2,400
1492
$19K ﹤0.01%
2,550
-842
1493
$19K ﹤0.01%
2,700
-489
1494
$19K ﹤0.01%
+720
1495
$19K ﹤0.01%
3,557
-21,203
1496
$19K ﹤0.01%
584
+484
1497
$19K ﹤0.01%
1,140
-460
1498
$19K ﹤0.01%
70
+20
1499
$19K ﹤0.01%
+1,000
1500
$19K ﹤0.01%
130
-235
58 59
60
61 62