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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$5K ﹤0.01%
149
1702
– –
0
1703
$5K ﹤0.01%
233
1704
$5K ﹤0.01%
2,000
-33,114
1705
$5K ﹤0.01%
660
-81
1706
$5K ﹤0.01%
558
-9,418
1707
$5K ﹤0.01%
782
-2,277
1708
$5K ﹤0.01%
100
1709
– –
-2
1710
$4K ﹤0.01%
26
-40
1711
$4K ﹤0.01%
133
-7
1712
$4K ﹤0.01%
1,426
-35,140
1713
$4K ﹤0.01%
310
1714
$4K ﹤0.01%
170
-497
1715
$4K ﹤0.01%
132
-30
1716
$4K ﹤0.01%
100
1717
$4K ﹤0.01%
+123
1718
$4K ﹤0.01%
200
1719
$4K ﹤0.01%
202
1720
$4K ﹤0.01%
1,200
1721
$4K ﹤0.01%
48
1722
$4K ﹤0.01%
+7
1723
$4K ﹤0.01%
800
1724
$4K ﹤0.01%
+400
1725
$4K ﹤0.01%
60
+40
67 68
69
70 71