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
$2.14B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,785
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$86.7M
3
+$33M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$30.5M
5
BIIB icon
Biogen
BIIB
+$24.3M

Top Sells

1
+$76.4M
2
+$75.9M
3
+$47.6M
4
META icon
Meta Platforms (Facebook)
META
+$17.7M
5
CEO
CNOOC Limited
CEO
+$16.7M

Sector Composition

1 Consumer Discretionary 13.83%
2 Technology 13.2%
3 Healthcare 8.43%
4 Communication Services 8.08%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$20K ﹤0.01%
925
-7,382
1877
$20K ﹤0.01%
+1,615
1878
$20K ﹤0.01%
817
1879
$20K ﹤0.01%
213
+19
1880
$19K ﹤0.01%
400
-4,825
1881
$19K ﹤0.01%
1,500
+300
1882
$19K ﹤0.01%
754
-617
1883
$19K ﹤0.01%
+800
1884
$19K ﹤0.01%
+2,103
1885
$19K ﹤0.01%
392
-7,757
1886
$19K ﹤0.01%
1,200
+700
1887
$19K ﹤0.01%
+20
1888
$19K ﹤0.01%
353
1889
$19K ﹤0.01%
+1,976
1890
$19K ﹤0.01%
305
+21
1891
$19K ﹤0.01%
636
+232
1892
$19K ﹤0.01%
195
-197
1893
$19K ﹤0.01%
841
-416
1894
$18K ﹤0.01%
+600
1895
$18K ﹤0.01%
+2,300
1896
$18K ﹤0.01%
900
+700
1897
$18K ﹤0.01%
991
-14,444
1898
$18K ﹤0.01%
428
+426
1899
$18K ﹤0.01%
1,788
+1,389
1900
$18K ﹤0.01%
+624
74 75
76
77 78