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
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%
+310
1613
$12K ﹤0.01%
209
-2,000
1614
$12K ﹤0.01%
308
+190
1615
$12K ﹤0.01%
+1,200
1616
$12K ﹤0.01%
+2,150
1617
$12K ﹤0.01%
1,970
+1,770
1618
$12K ﹤0.01%
765
1619
$12K ﹤0.01%
700
1620
$12K ﹤0.01%
2,410
-5,183
1621
$12K ﹤0.01%
+100
1622
$12K ﹤0.01%
495
-2
1623
$12K ﹤0.01%
255
+100
1624
$12K ﹤0.01%
504
-507
1625
$12K ﹤0.01%
20
+8
63 64
65
66 67