CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.06%
2 Financials 12.55%
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
1551
$15K ﹤0.01%
+674
1552
$15K ﹤0.01%
100
-100
1553
$15K ﹤0.01%
900
1554
$15K ﹤0.01%
218
-6,274
1555
$15K ﹤0.01%
461
-324
1556
$15K ﹤0.01%
919
-3,650
1557
$15K ﹤0.01%
+926
1558
$15K ﹤0.01%
1
1559
$15K ﹤0.01%
1,711
-1,286
1560
$15K ﹤0.01%
998
+964
1561
$15K ﹤0.01%
400
+133
1562
$15K ﹤0.01%
273
-5,687
1563
$15K ﹤0.01%
749
+69
1564
$15K ﹤0.01%
+1,400
1565
$15K ﹤0.01%
+799
1566
$15K ﹤0.01%
6
+2
1567
$15K ﹤0.01%
702
+228
1568
$15K ﹤0.01%
+100
1569
$15K ﹤0.01%
+1,909
1570
$15K ﹤0.01%
1,501
-2,592
1571
$15K ﹤0.01%
10,927
+7,208
1572
$14K ﹤0.01%
1,080
1573
$14K ﹤0.01%
3,743
-5,371
1574
$14K ﹤0.01%
+500
1575
$14K ﹤0.01%
3,100
-400
61 62
63
64 65