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
1751
$7K ﹤0.01%
86
1752
$7K ﹤0.01%
5,080
-8,330
1753
$7K ﹤0.01%
+25
1754
$7K ﹤0.01%
+100
1755
$7K ﹤0.01%
5
+3
1756
$7K ﹤0.01%
100
-100
1757
$7K ﹤0.01%
253
-900
1758
$7K ﹤0.01%
+761
1759
$7K ﹤0.01%
+1,600
1760
$7K ﹤0.01%
89
+15
1761
$7K ﹤0.01%
1,315
-14,937
1762
$7K ﹤0.01%
141
-182
1763
$7K ﹤0.01%
741
-2,052
1764
$7K ﹤0.01%
2,921
-5,800
1765
$7K ﹤0.01%
4,135
+3,155
1766
$7K ﹤0.01%
+780
1767
$6K ﹤0.01%
+100
1768
$6K ﹤0.01%
+600
1769
$6K ﹤0.01%
+299
1770
$6K ﹤0.01%
2,100
1771
$6K ﹤0.01%
+3,250
1772
$6K ﹤0.01%
459
+388
1773
$6K ﹤0.01%
800
+120
1774
$6K ﹤0.01%
+900
1775
$6K ﹤0.01%
48
-80
69 70
71
72 73