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
1826
$5K ﹤0.01%
149
1827
– –
0
1828
$5K ﹤0.01%
175
-89
1829
$5K ﹤0.01%
1,797
-2,199
1830
$5K ﹤0.01%
200
-1,000
1831
$5K ﹤0.01%
504
-1,640
1832
$5K ﹤0.01%
1,372
1833
$5K ﹤0.01%
3,161
-11,533
1834
$5K ﹤0.01%
+100
1835
$5K ﹤0.01%
1,490
-83
1836
$4K ﹤0.01%
+1,000
1837
$4K ﹤0.01%
3
-2
1838
$4K ﹤0.01%
+298
1839
$4K ﹤0.01%
+700
1840
$4K ﹤0.01%
72
-1,899
1841
$4K ﹤0.01%
183
-55
1842
$4K ﹤0.01%
310
1843
– –
0
1844
$4K ﹤0.01%
100
-100
1845
$4K ﹤0.01%
+100
1846
$4K ﹤0.01%
100
-1,300
1847
$4K ﹤0.01%
+200
1848
$4K ﹤0.01%
100
-52
1849
$4K ﹤0.01%
1,100
1850
$4K ﹤0.01%
+200
72 73
74
75 76