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
1726
$8K ﹤0.01%
10,067
-1,200
1727
$8K ﹤0.01%
+500
1728
$8K ﹤0.01%
2,456
-3,996
1729
$8K ﹤0.01%
276
+27
1730
$8K ﹤0.01%
+300
1731
$8K ﹤0.01%
200
+100
1732
$8K ﹤0.01%
434
1733
$8K ﹤0.01%
400
-73,060
1734
$8K ﹤0.01%
+150
1735
– –
0
1736
$8K ﹤0.01%
+860
1737
$8K ﹤0.01%
40
-11
1738
$8K ﹤0.01%
868
+450
1739
$8K ﹤0.01%
1,457
1740
$7K ﹤0.01%
+500
1741
$7K ﹤0.01%
+100
1742
$7K ﹤0.01%
3,368
-88,853
1743
$7K ﹤0.01%
2,294
-650
1744
$7K ﹤0.01%
+285
1745
$7K ﹤0.01%
1,509
+767
1746
$7K ﹤0.01%
+142
1747
$7K ﹤0.01%
+196
1748
$7K ﹤0.01%
48
1749
$7K ﹤0.01%
+339
1750
$7K ﹤0.01%
2,100
-1,300
68 69
70
71 72