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
1576
$14K ﹤0.01%
+607
1577
$14K ﹤0.01%
437
+435
1578
$14K ﹤0.01%
387
-2,080
1579
$14K ﹤0.01%
3,357
+84
1580
$14K ﹤0.01%
59
-1,255
1581
$14K ﹤0.01%
271
1582
$14K ﹤0.01%
934
+100
1583
$14K ﹤0.01%
+157
1584
$14K ﹤0.01%
1,100
-1,751
1585
$14K ﹤0.01%
3,730
-6,799
1586
$14K ﹤0.01%
1,906
+1,849
1587
$14K ﹤0.01%
139
1588
$14K ﹤0.01%
2,453
+1,000
1589
$13K ﹤0.01%
+752
1590
$13K ﹤0.01%
826
+189
1591
$13K ﹤0.01%
66
-8
1592
$13K ﹤0.01%
300
+200
1593
$13K ﹤0.01%
816
-1,603
1594
$13K ﹤0.01%
5,699
-10,001
1595
$13K ﹤0.01%
345
+21
1596
$13K ﹤0.01%
+411
1597
$13K ﹤0.01%
259
-379
1598
$13K ﹤0.01%
+3,434
1599
$13K ﹤0.01%
1,681
+1,249
1600
$13K ﹤0.01%
+4,220
62 63
64
65 66