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
1551
$10K ﹤0.01%
720
-26,126
1552
$10K ﹤0.01%
194
-372
1553
$10K ﹤0.01%
+642
1554
$10K ﹤0.01%
1,045
-14,773
1555
$10K ﹤0.01%
113
-46
1556
$9K ﹤0.01%
1,200
+900
1557
$9K ﹤0.01%
1,320
-12,051
1558
$9K ﹤0.01%
697
-129
1559
$9K ﹤0.01%
700
-1,300
1560
$9K ﹤0.01%
+259
1561
$9K ﹤0.01%
+90
1562
$9K ﹤0.01%
600
-3,154
1563
$9K ﹤0.01%
100
1564
$9K ﹤0.01%
1,001
+1
1565
$9K ﹤0.01%
281
-1,707
1566
$9K ﹤0.01%
+600
1567
$9K ﹤0.01%
4,500
+1,250
1568
$9K ﹤0.01%
2,401
+1,552
1569
$9K ﹤0.01%
+3,744
1570
$9K ﹤0.01%
+410
1571
$9K ﹤0.01%
1,548
1572
$9K ﹤0.01%
+50
1573
$9K ﹤0.01%
250
-2,979
1574
$9K ﹤0.01%
1,109
-800
1575
$9K ﹤0.01%
2,400
-20,669
61 62
63
64 65