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
$1.22B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,473
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$30.9M
3
+$30.3M
4
GS icon
Goldman Sachs
GS
+$26.2M
5
BIDU icon
Baidu
BIDU
+$25.2M

Top Sells

1
+$30.9M
2
+$24.8M
3
+$15.3M
4
META icon
Meta Platforms (Facebook)
META
+$13.3M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Sector Composition

1 Consumer Discretionary 22.88%
2 Technology 14.02%
3 Communication Services 11.88%
4 Financials 5.24%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-470
1952
– –
-400
1953
– –
-19,526
1954
– –
0
1955
– –
-2,853
1956
– –
-1,998
1957
– –
0
1958
– –
0
1959
– –
0
1960
– –
-399
1961
– –
0
1962
– –
-70,668
1963
– –
0
1964
– –
0
1965
– –
0
1966
– –
0
1967
– –
-340
1968
– –
-53,152
1969
– –
-60
1970
– –
0
1971
– –
0
1972
– –
0
1973
– –
-300
1974
– –
0
1975
– –
-1,750
77 78
79
80 81