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
1526
$11K ﹤0.01%
512
-2,201
1527
$11K ﹤0.01%
169
-1,645
1528
$11K ﹤0.01%
740
-75
1529
$11K ﹤0.01%
429
1530
$11K ﹤0.01%
322
-10,886
1531
$11K ﹤0.01%
+50
1532
$11K ﹤0.01%
370
-2,306
1533
$11K ﹤0.01%
158
-86
1534
$11K ﹤0.01%
4,713
-1,821
1535
$11K ﹤0.01%
3,251
+3,074
1536
$11K ﹤0.01%
280
-195
1537
$10K ﹤0.01%
524
-8,361
1538
$10K ﹤0.01%
+3,199
1539
$10K ﹤0.01%
159
-853
1540
$10K ﹤0.01%
+500
1541
$10K ﹤0.01%
+1,200
1542
$10K ﹤0.01%
220
-270
1543
$10K ﹤0.01%
348
+40
1544
$10K ﹤0.01%
1,243
-556
1545
$10K ﹤0.01%
+100
1546
$10K ﹤0.01%
100
-700
1547
$10K ﹤0.01%
4,000
-2,000
1548
$10K ﹤0.01%
1,600
1549
$10K ﹤0.01%
+94
1550
$10K ﹤0.01%
114
-75
60 61
62
63 64