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
151
$2.02M 0.08%
26,940
+17,577
152
$2.02M 0.08%
57,127
+46,783
153
$2.01M 0.08%
68,350
-209,550
154
$2M 0.08%
30,111
-3,268
155
$1.99M 0.08%
4,800
+3,700
156
$1.97M 0.08%
13,248
+7,103
157
$1.96M 0.08%
+11,582
158
$1.94M 0.08%
11,193
+4,197
159
$1.93M 0.08%
17,838
+5,370
160
$1.93M 0.08%
32,363
+14,523
161
$1.92M 0.08%
11,237
+3,049
162
$1.91M 0.08%
13,599
+8,263
163
$1.89M 0.08%
54,382
-48,765
164
$1.87M 0.08%
43,379
+23,350
165
$1.87M 0.08%
67,680
+32,511
166
$1.86M 0.08%
3,600
+3,400
167
$1.85M 0.08%
35,316
+30,821
168
$1.84M 0.08%
31,177
-104,257
169
$1.81M 0.08%
33,718
-5,672
170
$1.8M 0.08%
42,036
+27,750
171
$1.8M 0.08%
7,699
+2,605
172
$1.77M 0.07%
25,964
+3,043
173
$1.76M 0.07%
19,239
-3,407
174
$1.76M 0.07%
31,032
-3,053
175
$1.75M 0.07%
44,870
+15,384
5 6
7
8 9