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
1526
$17K ﹤0.01%
260
-765
1527
$17K ﹤0.01%
+132
1528
$17K ﹤0.01%
2,830
-610
1529
$17K ﹤0.01%
+6,000
1530
$17K ﹤0.01%
189
-558
1531
$17K ﹤0.01%
148
-1,606
1532
$17K ﹤0.01%
56
-57
1533
$17K ﹤0.01%
2,000
+1,700
1534
$16K ﹤0.01%
566
-1,378
1535
$16K ﹤0.01%
198
-941
1536
$16K ﹤0.01%
+356
1537
$16K ﹤0.01%
338
+278
1538
$16K ﹤0.01%
772
-100
1539
$16K ﹤0.01%
100
-700
1540
$16K ﹤0.01%
487
-6,313
1541
$16K ﹤0.01%
5,100
+1,792
1542
$16K ﹤0.01%
442
-366
1543
$16K ﹤0.01%
+7,000
1544
$16K ﹤0.01%
300
-100
1545
$16K ﹤0.01%
100
1546
$16K ﹤0.01%
1,539
-5,531
1547
$16K ﹤0.01%
37
-28
1548
$16K ﹤0.01%
5,448
+4,758
1549
$16K ﹤0.01%
+504
1550
$15K ﹤0.01%
1,711
-1,286
60 61
62
63 64