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
1701
$9K ﹤0.01%
569
-425
1702
$9K ﹤0.01%
+53
1703
$9K ﹤0.01%
+370
1704
$9K ﹤0.01%
1,000
1705
$9K ﹤0.01%
2,947
+507
1706
$9K ﹤0.01%
982
-10,499
1707
$8K ﹤0.01%
1,376
-28,857
1708
$8K ﹤0.01%
3,576
-1,891
1709
$8K ﹤0.01%
738
+449
1710
$8K ﹤0.01%
9,569
+8,069
1711
$8K ﹤0.01%
1,831
+789
1712
$8K ﹤0.01%
94
+83
1713
$8K ﹤0.01%
900
-3,600
1714
$8K ﹤0.01%
34
-6
1715
$8K ﹤0.01%
+98
1716
$8K ﹤0.01%
142
-707
1717
$8K ﹤0.01%
3,458
+1,225
1718
$8K ﹤0.01%
+200
1719
$8K ﹤0.01%
+100
1720
$8K ﹤0.01%
4,189
+3,477
1721
$8K ﹤0.01%
60
-100
1722
$8K ﹤0.01%
100
1723
$8K ﹤0.01%
2,410
+400
1724
$8K ﹤0.01%
200
+100
1725
$8K ﹤0.01%
200
-131
67 68
69
70 71