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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-233
1952
– –
0
1953
– –
-16,714
1954
– –
-908
1955
– –
0
1956
– –
0
1957
– –
-7,073
1958
– –
-1,376
1959
$0 ﹤0.01%
1
-981
1960
– –
0
1961
– –
-504
1962
$0 ﹤0.01%
+1
1963
– –
0
1964
– –
-2,105
1965
– –
-3,576
1966
– –
-2,017
1967
– –
-780
1968
– –
-40,913
1969
– –
-46,466
1970
– –
0
1971
– –
0
1972
– –
0
1973
– –
-8
1974
– –
-738
1975
– –
0
77 78
79
80 81