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
1801
$5K ﹤0.01%
1,797
-2,199
1802
$5K ﹤0.01%
+2,035
1803
$5K ﹤0.01%
200
-1,000
1804
$5K ﹤0.01%
504
-1,640
1805
$5K ﹤0.01%
1,372
1806
$5K ﹤0.01%
3,161
-11,533
1807
$5K ﹤0.01%
+100
1808
$5K ﹤0.01%
512
-274
1809
$5K ﹤0.01%
+221
1810
$5K ﹤0.01%
140
1811
$5K ﹤0.01%
1,200
1812
$5K ﹤0.01%
27
1813
$5K ﹤0.01%
162
-99
1814
$5K ﹤0.01%
205
1815
$5K ﹤0.01%
733
1816
$5K ﹤0.01%
600
+400
1817
$5K ﹤0.01%
2,312
-1,130
1818
$5K ﹤0.01%
1,446
-7,500
1819
$5K ﹤0.01%
290
-210
1820
$5K ﹤0.01%
2,100
+100
1821
$5K ﹤0.01%
219
+100
1822
$5K ﹤0.01%
17,660
1823
$5K ﹤0.01%
3,920
+3,400
1824
$5K ﹤0.01%
+5
1825
$5K ﹤0.01%
3,638
-400
71 72
73
74 75