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
1626
$7K ﹤0.01%
222
-220
1627
$7K ﹤0.01%
451
-4,399
1628
$7K ﹤0.01%
136
-131
1629
$7K ﹤0.01%
1,824
-12,221
1630
$7K ﹤0.01%
1,668
-785
1631
$7K ﹤0.01%
+75
1632
$7K ﹤0.01%
+100
1633
$7K ﹤0.01%
+937
1634
$7K ﹤0.01%
1
-2
1635
$7K ﹤0.01%
775
+200
1636
$7K ﹤0.01%
524
-10,672
1637
$7K ﹤0.01%
192
+127
1638
$7K ﹤0.01%
1,477
+20
1639
$7K ﹤0.01%
841
-5,663
1640
$6K ﹤0.01%
647
-23,613
1641
$6K ﹤0.01%
280
-3,380
1642
$6K ﹤0.01%
300
-1,843
1643
$6K ﹤0.01%
+75
1644
$6K ﹤0.01%
1,242
-600
1645
$6K ﹤0.01%
+200
1646
$6K ﹤0.01%
338
-62
1647
$6K ﹤0.01%
175
-84
1648
$6K ﹤0.01%
+122
1649
$6K ﹤0.01%
+400
1650
$6K ﹤0.01%
1,307
-1,103
64 65
66
67 68