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
1651
$11K ﹤0.01%
+100
1652
$11K ﹤0.01%
+429
1653
$11K ﹤0.01%
687
-11,047
1654
$11K ﹤0.01%
200
-300
1655
$11K ﹤0.01%
1,100
-1,700
1656
$11K ﹤0.01%
3,857
+2,057
1657
$11K ﹤0.01%
3,548
-9,700
1658
$11K ﹤0.01%
+621
1659
$10K ﹤0.01%
1,729
-8,791
1660
$10K ﹤0.01%
+100
1661
$10K ﹤0.01%
524
+224
1662
$10K ﹤0.01%
935
1663
$10K ﹤0.01%
388
-12
1664
$10K ﹤0.01%
65
-10
1665
$10K ﹤0.01%
+100
1666
$10K ﹤0.01%
+1,548
1667
$10K ﹤0.01%
51
-187
1668
$10K ﹤0.01%
+600
1669
$10K ﹤0.01%
150
-100
1670
$10K ﹤0.01%
1,700
+1,100
1671
$10K ﹤0.01%
+964
1672
$10K ﹤0.01%
298
-338
1673
$10K ﹤0.01%
+150
1674
$10K ﹤0.01%
300
-14,344
1675
$10K ﹤0.01%
78
+45
65 66
67
68 69