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
1926
$2K ﹤0.01%
+90
1927
$2K ﹤0.01%
+150
1928
$2K ﹤0.01%
308
-1,892
1929
$2K ﹤0.01%
411
+211
1930
$2K ﹤0.01%
+10
1931
$2K ﹤0.01%
+208
1932
$2K ﹤0.01%
183
-241
1933
$2K ﹤0.01%
200
-210
1934
$2K ﹤0.01%
196
-3,237
1935
$2K ﹤0.01%
+100
1936
$2K ﹤0.01%
133
-850
1937
$2K ﹤0.01%
+300
1938
$2K ﹤0.01%
144
-700
1939
$2K ﹤0.01%
+100
1940
$2K ﹤0.01%
40
1941
$2K ﹤0.01%
3
1942
$2K ﹤0.01%
26
+3
1943
$2K ﹤0.01%
140
-60
1944
$2K ﹤0.01%
+2
1945
$2K ﹤0.01%
1,000
1946
$2K ﹤0.01%
700
-3,412
1947
$2K ﹤0.01%
79
+22
1948
$1K ﹤0.01%
50
-1,869
1949
$1K ﹤0.01%
+1
1950
$1K ﹤0.01%
900
+300
76 77
78
79 80