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
1926
$2K ﹤0.01%
10
-75
1927
$2K ﹤0.01%
+332
1928
$2K ﹤0.01%
483
+251
1929
$2K ﹤0.01%
2,400
-1,700
1930
$2K ﹤0.01%
100
1931
$2K ﹤0.01%
+400
1932
$2K ﹤0.01%
120
-680
1933
$2K ﹤0.01%
300
-3,591
1934
$2K ﹤0.01%
200
-200
1935
$2K ﹤0.01%
+90
1936
$2K ﹤0.01%
+150
1937
$2K ﹤0.01%
308
-1,892
1938
$2K ﹤0.01%
411
+211
1939
$2K ﹤0.01%
+10
1940
$2K ﹤0.01%
+208
1941
$2K ﹤0.01%
183
-241
1942
$2K ﹤0.01%
200
-210
1943
$2K ﹤0.01%
196
-3,237
1944
$2K ﹤0.01%
+100
1945
$2K ﹤0.01%
133
-850
1946
$2K ﹤0.01%
+300
1947
$2K ﹤0.01%
144
-700
1948
– –
0
1949
$1K ﹤0.01%
50
-1,869
1950
$1K ﹤0.01%
+1
76 77
78
79 80