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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$12K ﹤0.01%
2,091
-13,308
1502
$12K ﹤0.01%
4,000
-600
1503
$12K ﹤0.01%
200
-7,021
1504
$12K ﹤0.01%
300
-600
1505
$12K ﹤0.01%
347
+83
1506
$12K ﹤0.01%
1,500
+1,300
1507
$12K ﹤0.01%
2,030
-7,944
1508
$12K ﹤0.01%
766
-6,352
1509
$12K ﹤0.01%
1,382
-20,415
1510
$12K ﹤0.01%
+2,003
1511
$12K ﹤0.01%
6,466
+2,166
1512
$12K ﹤0.01%
65
+12
1513
$12K ﹤0.01%
5,742
-27,936
1514
$12K ﹤0.01%
11,382
+2,100
1515
$11K ﹤0.01%
195
-251
1516
$11K ﹤0.01%
+409
1517
$11K ﹤0.01%
300
1518
$11K ﹤0.01%
1,322
+922
1519
$11K ﹤0.01%
+500
1520
$11K ﹤0.01%
+400
1521
$11K ﹤0.01%
400
-14,386
1522
$11K ﹤0.01%
+300
1523
$11K ﹤0.01%
600
1524
$11K ﹤0.01%
729
+520
1525
$11K ﹤0.01%
+132
59 60
61
62 63