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
1926
– –
-2,300
1927
– –
-2,000
1928
– –
0
1929
– –
0
1930
– –
0
1931
– –
-780
1932
$0 ﹤0.01%
+1
1933
– –
0
1934
– –
0
1935
$0 ﹤0.01%
+1
1936
– –
-9,452
1937
– –
-1,700
1938
– –
-1,200
1939
– –
-1,008
1940
– –
0
1941
– –
0
1942
$0 ﹤0.01%
10
-190
1943
– –
-612
1944
– –
0
1945
– –
-1,930
1946
– –
-4,050
1947
$0 ﹤0.01%
67
1948
$0 ﹤0.01%
40
-13,084
1949
$0 ﹤0.01%
1
-6
1950
– –
-2,005
76 77
78
79 80