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
1601
$13K ﹤0.01%
1,423
-127
1602
$13K ﹤0.01%
+600
1603
$13K ﹤0.01%
1,682
-10,135
1604
$13K ﹤0.01%
+2,800
1605
$13K ﹤0.01%
28
-29
1606
$13K ﹤0.01%
4,600
+1,600
1607
$13K ﹤0.01%
264
-848
1608
$13K ﹤0.01%
788
+701
1609
$13K ﹤0.01%
334
+164
1610
$13K ﹤0.01%
112
-257
1611
$13K ﹤0.01%
+65
1612
$12K ﹤0.01%
+1,244
1613
$12K ﹤0.01%
+310
1614
$12K ﹤0.01%
209
-2,000
1615
$12K ﹤0.01%
308
+190
1616
$12K ﹤0.01%
700
1617
$12K ﹤0.01%
2,410
-5,183
1618
$12K ﹤0.01%
+100
1619
$12K ﹤0.01%
495
-2
1620
$12K ﹤0.01%
765
1621
$12K ﹤0.01%
+1,200
1622
$12K ﹤0.01%
+2,150
1623
$12K ﹤0.01%
66
+59
1624
$12K ﹤0.01%
255
+100
1625
$12K ﹤0.01%
504
-507
63 64
65
66 67