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
1901
$3K ﹤0.01%
5
1902
$3K ﹤0.01%
2,000
1903
$3K ﹤0.01%
204
+134
1904
$2K ﹤0.01%
224
-2,664
1905
$2K ﹤0.01%
212
-2,294
1906
$2K ﹤0.01%
100
-788
1907
$2K ﹤0.01%
69
1908
$2K ﹤0.01%
61
1909
$2K ﹤0.01%
356
-66
1910
$2K ﹤0.01%
152
-449
1911
$2K ﹤0.01%
186
-1,168
1912
$2K ﹤0.01%
47
-861
1913
$2K ﹤0.01%
285
-856
1914
$2K ﹤0.01%
+15
1915
$2K ﹤0.01%
20
-555
1916
$2K ﹤0.01%
100
-1,440
1917
$2K ﹤0.01%
41
-298
1918
$2K ﹤0.01%
+332
1919
$2K ﹤0.01%
483
+251
1920
$2K ﹤0.01%
2,400
-1,700
1921
$2K ﹤0.01%
100
1922
$2K ﹤0.01%
+400
1923
$2K ﹤0.01%
120
-680
1924
$2K ﹤0.01%
300
-3,591
1925
$2K ﹤0.01%
200
-200
75 76
77
78 79