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
1726
$8K ﹤0.01%
200
+100
1727
$8K ﹤0.01%
434
1728
$8K ﹤0.01%
400
-73,060
1729
$8K ﹤0.01%
+150
1730
– –
0
1731
$8K ﹤0.01%
+860
1732
$8K ﹤0.01%
40
-11
1733
$8K ﹤0.01%
868
+450
1734
$8K ﹤0.01%
94
+83
1735
$8K ﹤0.01%
1,376
-28,857
1736
$8K ﹤0.01%
1,457
1737
$8K ﹤0.01%
3,576
-1,891
1738
$8K ﹤0.01%
738
+449
1739
$8K ﹤0.01%
9,569
+8,069
1740
$7K ﹤0.01%
741
-2,052
1741
$7K ﹤0.01%
2,921
-5,800
1742
$7K ﹤0.01%
4,135
+3,155
1743
$7K ﹤0.01%
+285
1744
$7K ﹤0.01%
+339
1745
$7K ﹤0.01%
2,100
-1,300
1746
$7K ﹤0.01%
3,368
-88,853
1747
$7K ﹤0.01%
2,294
-650
1748
$7K ﹤0.01%
+500
1749
$7K ﹤0.01%
+100
1750
$7K ﹤0.01%
1,509
+767
68 69
70
71 72