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
1876
$3K ﹤0.01%
91
-6,650
1877
$3K ﹤0.01%
100
1878
$3K ﹤0.01%
+200
1879
$3K ﹤0.01%
+92
1880
$3K ﹤0.01%
313
-760
1881
$3K ﹤0.01%
400
+391
1882
$3K ﹤0.01%
+10
1883
$3K ﹤0.01%
+165
1884
$3K ﹤0.01%
500
-3,200
1885
$3K ﹤0.01%
31
1886
$3K ﹤0.01%
+138
1887
$3K ﹤0.01%
+200
1888
$3K ﹤0.01%
+28
1889
$3K ﹤0.01%
2,300
+744
1890
$3K ﹤0.01%
101
-403
1891
$3K ﹤0.01%
120
1892
$3K ﹤0.01%
+50
1893
$3K ﹤0.01%
849
-3,953
1894
$3K ﹤0.01%
100
-266
1895
$3K ﹤0.01%
55
-891
1896
$3K ﹤0.01%
60
-50
1897
$3K ﹤0.01%
78
-546
1898
$3K ﹤0.01%
186
1899
$3K ﹤0.01%
+905
1900
$3K ﹤0.01%
17
-162
74 75
76
77 78