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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
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%
+100
1677
$10K ﹤0.01%
+1,548
1678
$10K ﹤0.01%
995
-1,036
1679
$10K ﹤0.01%
+531
1680
$10K ﹤0.01%
2,967
-21,073
1681
$10K ﹤0.01%
1,008
-7,999
1682
$9K ﹤0.01%
+1,000
1683
$9K ﹤0.01%
+100
1684
$9K ﹤0.01%
1,842
-200
1685
$9K ﹤0.01%
+157
1686
$9K ﹤0.01%
100
1687
$9K ﹤0.01%
700
+500
1688
$9K ﹤0.01%
+300
1689
$9K ﹤0.01%
+156
1690
$9K ﹤0.01%
587
-459
1691
$9K ﹤0.01%
1,032
-28
1692
$9K ﹤0.01%
576
-1,287
1693
$9K ﹤0.01%
350
-875
1694
$9K ﹤0.01%
2,549
-3,150
1695
$9K ﹤0.01%
400
-22,409
1696
$9K ﹤0.01%
100
-100
1697
$9K ﹤0.01%
+1,900
1698
$9K ﹤0.01%
4,300
+2,580
1699
$9K ﹤0.01%
3
+2
1700
$9K ﹤0.01%
569
-425
66 67
68
69 70