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
1801
$5K ﹤0.01%
512
-274
1802
$5K ﹤0.01%
+221
1803
$5K ﹤0.01%
140
1804
$5K ﹤0.01%
1,200
1805
$5K ﹤0.01%
27
1806
$5K ﹤0.01%
162
-99
1807
$5K ﹤0.01%
205
1808
$5K ﹤0.01%
733
1809
$5K ﹤0.01%
600
+400
1810
$5K ﹤0.01%
2,312
-1,130
1811
$5K ﹤0.01%
1,446
-7,500
1812
$5K ﹤0.01%
290
-210
1813
$5K ﹤0.01%
2,100
+100
1814
$5K ﹤0.01%
219
+100
1815
$5K ﹤0.01%
17,660
1816
$5K ﹤0.01%
3,920
+3,400
1817
$5K ﹤0.01%
+5
1818
$5K ﹤0.01%
3,638
-400
1819
$5K ﹤0.01%
112
-1,546
1820
$5K ﹤0.01%
+300
1821
$5K ﹤0.01%
57
1822
$5K ﹤0.01%
200
+100
1823
$5K ﹤0.01%
44
-56
1824
$5K ﹤0.01%
+100
1825
$5K ﹤0.01%
132
-1,672
71 72
73
74 75