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
1751
$7K ﹤0.01%
+142
1752
$7K ﹤0.01%
+196
1753
$7K ﹤0.01%
48
1754
$7K ﹤0.01%
86
1755
$7K ﹤0.01%
5,080
-8,330
1756
$7K ﹤0.01%
+25
1757
$7K ﹤0.01%
+100
1758
$7K ﹤0.01%
5
+3
1759
$7K ﹤0.01%
100
-100
1760
$7K ﹤0.01%
253
-900
1761
$7K ﹤0.01%
+761
1762
$7K ﹤0.01%
+1,600
1763
$7K ﹤0.01%
89
+15
1764
$7K ﹤0.01%
1,315
-14,937
1765
$7K ﹤0.01%
141
-182
1766
$7K ﹤0.01%
+780
1767
$6K ﹤0.01%
+100
1768
$6K ﹤0.01%
+600
1769
$6K ﹤0.01%
+900
1770
$6K ﹤0.01%
800
+120
1771
$6K ﹤0.01%
48
-80
1772
$6K ﹤0.01%
500
-1,700
1773
$6K ﹤0.01%
+100
1774
$6K ﹤0.01%
353
1775
$6K ﹤0.01%
+100
69 70
71
72 73