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
1776
$6K ﹤0.01%
500
-1,700
1777
$6K ﹤0.01%
+100
1778
$6K ﹤0.01%
353
1779
$6K ﹤0.01%
+100
1780
$6K ﹤0.01%
395
+8
1781
$6K ﹤0.01%
+100
1782
$6K ﹤0.01%
+200
1783
$6K ﹤0.01%
55
-195
1784
$6K ﹤0.01%
594
-1,789
1785
$6K ﹤0.01%
658
-1,680
1786
$6K ﹤0.01%
270
-54
1787
$6K ﹤0.01%
234
-95
1788
$6K ﹤0.01%
394
-3,859
1789
$6K ﹤0.01%
13,091
+3,142
1790
$6K ﹤0.01%
383
+296
1791
$6K ﹤0.01%
1,206
-884
1792
$6K ﹤0.01%
571
-2,342
1793
$6K ﹤0.01%
90
-124
1794
$6K ﹤0.01%
+233
1795
$6K ﹤0.01%
1,515
+325
1796
$6K ﹤0.01%
2,400
1797
$6K ﹤0.01%
908
-12,868
1798
$5K ﹤0.01%
1
1799
$5K ﹤0.01%
575
-8,476
1800
$5K ﹤0.01%
+2,035
70 71
72
73 74