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
1626
$12K ﹤0.01%
20
+8
1627
$12K ﹤0.01%
1,802
-1,028
1628
$12K ﹤0.01%
+267
1629
$12K ﹤0.01%
6,016
+4,516
1630
$12K ﹤0.01%
+300
1631
$12K ﹤0.01%
600
-18,183
1632
$12K ﹤0.01%
+1,233
1633
$12K ﹤0.01%
542
-470
1634
$12K ﹤0.01%
662
-3,136
1635
$11K ﹤0.01%
655
-900
1636
$11K ﹤0.01%
600
1637
$11K ﹤0.01%
+200
1638
$11K ﹤0.01%
+1,551
1639
$11K ﹤0.01%
75
-1,291
1640
$11K ﹤0.01%
250
-710
1641
$11K ﹤0.01%
1,600
1642
$11K ﹤0.01%
+1,200
1643
$11K ﹤0.01%
+525
1644
$11K ﹤0.01%
500
-3,193
1645
$11K ﹤0.01%
1,713
-22,169
1646
$11K ﹤0.01%
+1,310
1647
$11K ﹤0.01%
529
1648
$11K ﹤0.01%
194
-945
1649
$11K ﹤0.01%
+100
1650
$11K ﹤0.01%
100
64 65
66
67 68