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
$2.14B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,785
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$86.7M
3
+$33M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$30.5M
5
BIIB icon
Biogen
BIIB
+$24.3M

Top Sells

1
+$76.4M
2
+$75.9M
3
+$47.6M
4
META icon
Meta Platforms (Facebook)
META
+$17.7M
5
CEO
CNOOC Limited
CEO
+$16.7M

Sector Composition

1 Consumer Discretionary 13.83%
2 Technology 13.21%
3 Healthcare 8.43%
4 Communication Services 8.08%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$16K ﹤0.01%
100
-299
1952
$16K ﹤0.01%
+941
1953
$16K ﹤0.01%
200
-16,202
1954
$16K ﹤0.01%
4,243
+1,021
1955
$16K ﹤0.01%
620
+320
1956
$16K ﹤0.01%
235
-2,296
1957
$16K ﹤0.01%
+610
1958
– –
-2
1959
$16K ﹤0.01%
+427
1960
$16K ﹤0.01%
2,110
-4,145
1961
$16K ﹤0.01%
194
+86
1962
$16K ﹤0.01%
+146
1963
$16K ﹤0.01%
8,539
1964
$16K ﹤0.01%
670
+558
1965
$16K ﹤0.01%
+590
1966
$16K ﹤0.01%
6,600
+6,556
1967
$16K ﹤0.01%
1,900
-700
1968
$16K ﹤0.01%
4,940
1969
$16K ﹤0.01%
+1,250
1970
$16K ﹤0.01%
1,265
+1,037
1971
$16K ﹤0.01%
2,276
+1,222
1972
$16K ﹤0.01%
+695
1973
$15K ﹤0.01%
1,099
-4,815
1974
$15K ﹤0.01%
674
+106
1975
$15K ﹤0.01%
8
-57
77 78
79
80 81