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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
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
1951
$1K ﹤0.01%
29
-2,835
1952
$1K ﹤0.01%
5
-29
1953
$1K ﹤0.01%
92
-7,405
1954
$1K ﹤0.01%
+199
1955
$1K ﹤0.01%
+51
1956
$1K ﹤0.01%
90
-700
1957
$1K ﹤0.01%
+11
1958
$1K ﹤0.01%
15
-46
1959
$1K ﹤0.01%
164
-800
1960
$1K ﹤0.01%
57
1961
$1K ﹤0.01%
+39
1962
$1K ﹤0.01%
100
-3,360
1963
$1K ﹤0.01%
+1,234
1964
$1K ﹤0.01%
209
+89
1965
$1K ﹤0.01%
+293
1966
$1K ﹤0.01%
300
-1,330
1967
$1K ﹤0.01%
6
-12
1968
$1K ﹤0.01%
+5
1969
$1K ﹤0.01%
303
-10,984
1970
$1K ﹤0.01%
122
-538
1971
$1K ﹤0.01%
10
1972
$1K ﹤0.01%
+22
1973
$1K ﹤0.01%
1,616
-2,369
1974
$1K ﹤0.01%
11
-846
1975
$1K ﹤0.01%
20
+10
77 78
79
80 81