CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.06%
2 Financials 12.55%
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%
900
+300
1952
$1K ﹤0.01%
29
-2,835
1953
$1K ﹤0.01%
5
-29
1954
$1K ﹤0.01%
2
-148
1955
$1K ﹤0.01%
+11
1956
$1K ﹤0.01%
15
-46
1957
$1K ﹤0.01%
164
-800
1958
$1K ﹤0.01%
400
1959
$1K ﹤0.01%
+700
1960
$1K ﹤0.01%
+100
1961
$1K ﹤0.01%
45
1962
$1K ﹤0.01%
56
-1,228
1963
$1K ﹤0.01%
+908
1964
$1K ﹤0.01%
+199
1965
$1K ﹤0.01%
+51
1966
$1K ﹤0.01%
90
-700
1967
$1K ﹤0.01%
57
1968
$1K ﹤0.01%
+39
1969
$1K ﹤0.01%
100
-3,360
1970
$1K ﹤0.01%
+1,234
1971
$1K ﹤0.01%
209
+89
1972
$1K ﹤0.01%
+293
1973
$1K ﹤0.01%
300
-1,330
1974
$1K ﹤0.01%
6
-12
1975
$1K ﹤0.01%
+5
77 78
79
80 81