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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$1K ﹤0.01%
200
-1,115
1902
$1K ﹤0.01%
484
+84
1903
$1K ﹤0.01%
400
1904
$1K ﹤0.01%
+442
1905
$1K ﹤0.01%
857
-3,278
1906
$1K ﹤0.01%
1,000
1907
$1K ﹤0.01%
103
1908
$1K ﹤0.01%
874
-2,494
1909
$1K ﹤0.01%
+300
1910
$1K ﹤0.01%
900
1911
$1K ﹤0.01%
160
-44
1912
$1K ﹤0.01%
594
-1,700
1913
$1K ﹤0.01%
1,096
-2,065
1914
– –
-2,900
1915
– –
0
1916
– –
0
1917
– –
-2
1918
$0 ﹤0.01%
30
-1,006
1919
– –
0
1920
– –
0
1921
– –
-3,180
1922
– –
0
1923
– –
-1,501
1924
– –
0
1925
$0 ﹤0.01%
+1
75 76
77
78 79