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
1876
$3K ﹤0.01%
60
-50
1877
$3K ﹤0.01%
78
-546
1878
$3K ﹤0.01%
186
1879
$3K ﹤0.01%
+905
1880
$3K ﹤0.01%
+93
1881
$3K ﹤0.01%
+300
1882
$3K ﹤0.01%
893
1883
$3K ﹤0.01%
77
-39
1884
$3K ﹤0.01%
400
+399
1885
$3K ﹤0.01%
942
-5,500
1886
$3K ﹤0.01%
91
-6,650
1887
$3K ﹤0.01%
100
1888
$3K ﹤0.01%
52
-62
1889
$3K ﹤0.01%
+100
1890
$3K ﹤0.01%
500
-3,200
1891
$3K ﹤0.01%
31
1892
$3K ﹤0.01%
+138
1893
$3K ﹤0.01%
+200
1894
$3K ﹤0.01%
+28
1895
$3K ﹤0.01%
2,300
+744
1896
$3K ﹤0.01%
101
-403
1897
$3K ﹤0.01%
120
1898
$3K ﹤0.01%
+50
1899
$3K ﹤0.01%
849
-3,953
1900
$3K ﹤0.01%
17
-162
74 75
76
77 78