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
$1.32B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,075
New
Increased
Reduced
Closed

Top Buys

1
+$31.8M
2
+$24M
3
+$13.8M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$13M
5
ROKU icon
Roku
ROKU
+$13M

Top Sells

1
+$29.2M
2
+$18.2M
3
+$17.8M
4
UPST icon
Upstart Holdings
UPST
+$16.5M
5
OIH icon
VanEck Oil Services ETF
OIH
+$16.2M

Sector Composition

1 Technology 18.34%
2 Consumer Discretionary 13.73%
3 Financials 11.29%
4 Communication Services 8.24%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$12K ﹤0.01%
200
-100
1652
$12K ﹤0.01%
1,310
-6,855
1653
$12K ﹤0.01%
+1,600
1654
$12K ﹤0.01%
+84
1655
$12K ﹤0.01%
600
-20,270
1656
$12K ﹤0.01%
93
-19,607
1657
$12K ﹤0.01%
100
+60
1658
$12K ﹤0.01%
6
1659
$12K ﹤0.01%
497
-2,015
1660
$12K ﹤0.01%
1,400
1661
$12K ﹤0.01%
+200
1662
$12K ﹤0.01%
+930
1663
$12K ﹤0.01%
267
-285
1664
$12K ﹤0.01%
155
1665
$12K ﹤0.01%
1,060
-350
1666
$12K ﹤0.01%
370
-2,106
1667
$12K ﹤0.01%
140
-93
1668
$12K ﹤0.01%
569
+500
1669
$12K ﹤0.01%
126
+26
1670
$12K ﹤0.01%
+1
1671
$12K ﹤0.01%
529
-3,200
1672
$11K ﹤0.01%
+2,944
1673
$11K ﹤0.01%
534
-4,500
1674
$11K ﹤0.01%
2,440
-10,234
1675
$11K ﹤0.01%
1,800
+1,653
65 66
67
68 69