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
1676
$10K ﹤0.01%
40
-273
1677
$10K ﹤0.01%
995
-1,036
1678
$10K ﹤0.01%
+531
1679
$10K ﹤0.01%
2,967
-21,073
1680
$10K ﹤0.01%
+600
1681
$10K ﹤0.01%
1,008
-7,999
1682
$9K ﹤0.01%
+1,943
1683
$9K ﹤0.01%
700
+500
1684
$9K ﹤0.01%
+1,000
1685
$9K ﹤0.01%
+100
1686
$9K ﹤0.01%
1,842
-200
1687
$9K ﹤0.01%
+16
1688
$9K ﹤0.01%
100
1689
$9K ﹤0.01%
+300
1690
$9K ﹤0.01%
+156
1691
$9K ﹤0.01%
587
-459
1692
$9K ﹤0.01%
1,032
-28
1693
$9K ﹤0.01%
576
-1,287
1694
$9K ﹤0.01%
350
-875
1695
$9K ﹤0.01%
2,549
-3,150
1696
$9K ﹤0.01%
400
-22,409
1697
$9K ﹤0.01%
100
-100
1698
$9K ﹤0.01%
+1,900
1699
$9K ﹤0.01%
4,300
+2,580
1700
$9K ﹤0.01%
3
+2
66 67
68
69 70