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
1701
$9K ﹤0.01%
+53
1702
$9K ﹤0.01%
+370
1703
$9K ﹤0.01%
1,000
1704
$9K ﹤0.01%
2,947
+507
1705
$9K ﹤0.01%
+1,943
1706
$9K ﹤0.01%
982
-10,499
1707
$8K ﹤0.01%
1,831
+789
1708
$8K ﹤0.01%
2,456
-3,996
1709
$8K ﹤0.01%
276
+27
1710
$8K ﹤0.01%
900
-3,600
1711
$8K ﹤0.01%
34
-6
1712
$8K ﹤0.01%
+98
1713
$8K ﹤0.01%
142
-707
1714
$8K ﹤0.01%
3,458
+1,225
1715
$8K ﹤0.01%
+200
1716
$8K ﹤0.01%
+100
1717
$8K ﹤0.01%
4,189
+3,477
1718
$8K ﹤0.01%
60
-100
1719
$8K ﹤0.01%
100
1720
$8K ﹤0.01%
2,410
+400
1721
$8K ﹤0.01%
200
+100
1722
$8K ﹤0.01%
200
-131
1723
$8K ﹤0.01%
10,067
-1,200
1724
$8K ﹤0.01%
+500
1725
$8K ﹤0.01%
+300
67 68
69
70 71