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
1551
$15K ﹤0.01%
998
+964
1552
$15K ﹤0.01%
400
+133
1553
$15K ﹤0.01%
273
-5,687
1554
$15K ﹤0.01%
900
1555
$15K ﹤0.01%
218
-6,274
1556
$15K ﹤0.01%
461
-324
1557
$15K ﹤0.01%
919
-3,650
1558
$15K ﹤0.01%
749
+69
1559
$15K ﹤0.01%
+1,400
1560
$15K ﹤0.01%
+799
1561
$15K ﹤0.01%
6
+2
1562
$15K ﹤0.01%
702
+228
1563
$15K ﹤0.01%
815
-675
1564
$15K ﹤0.01%
+674
1565
$15K ﹤0.01%
100
-100
1566
$15K ﹤0.01%
+100
1567
$15K ﹤0.01%
+1,909
1568
$15K ﹤0.01%
+926
1569
$15K ﹤0.01%
1
1570
$15K ﹤0.01%
1,501
-2,592
1571
$15K ﹤0.01%
10,927
+7,208
1572
$14K ﹤0.01%
+157
1573
$14K ﹤0.01%
+607
1574
$14K ﹤0.01%
437
+435
1575
$14K ﹤0.01%
387
-2,080
61 62
63
64 65