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
$760M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.2M
3
+$12.2M
4
C icon
Citigroup
C
+$10.9M
5
CRM icon
Salesforce
CRM
+$10.6M

Top Sells

1
+$47.5M
2
+$24.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
0
1952
– –
-781
1953
– –
-3,900
1954
– –
0
1955
– –
-21
1956
– –
-5,200
1957
– –
-464
1958
– –
0
1959
– –
0
1960
– –
0
1961
– –
-900
1962
– –
0
1963
$0 ﹤0.01%
82
1964
– –
0
1965
– –
-8,907
1966
– –
-3,000
1967
– –
-96
1968
– –
0
1969
– –
-1,950
1970
– –
-300
1971
– –
0
1972
– –
-260
1973
– –
-1,500
1974
– –
-720
1975
– –
-390
77 78
79
80 81