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
1726
$4K ﹤0.01%
75
1727
$4K ﹤0.01%
560
-2,000
1728
$4K ﹤0.01%
44
1729
$4K ﹤0.01%
200
-10,066
1730
$4K ﹤0.01%
+100
1731
$4K ﹤0.01%
345
-38
1732
$4K ﹤0.01%
100
-4,620
1733
$4K ﹤0.01%
1,700
+100
1734
$4K ﹤0.01%
41
+24
1735
$4K ﹤0.01%
88
-2
1736
$4K ﹤0.01%
+1,425
1737
$4K ﹤0.01%
824
-215,058
1738
$4K ﹤0.01%
3,086
-7,841
1739
$4K ﹤0.01%
1,700
-5,421
1740
$4K ﹤0.01%
817
-864
1741
$3K ﹤0.01%
3
1742
$3K ﹤0.01%
81
+31
1743
$3K ﹤0.01%
205
+162
1744
$3K ﹤0.01%
1,200
+300
1745
$3K ﹤0.01%
700
-200
1746
$3K ﹤0.01%
+100
1747
$3K ﹤0.01%
300
-200
1748
$3K ﹤0.01%
1,200
1749
$3K ﹤0.01%
27
1750
$3K ﹤0.01%
+278
68 69
70
71 72