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
176
$1.75M 0.07%
34,714
-19,236
177
$1.73M 0.07%
36,707
+29,403
178
$1.72M 0.07%
22,738
+9,838
179
$1.69M 0.07%
31,759
+8,606
180
$1.68M 0.07%
180,180
+2,010
181
$1.68M 0.07%
10,084
+4,004
182
$1.68M 0.07%
23,773
+18,001
183
$1.67M 0.07%
73,192
+25,559
184
$1.67M 0.07%
28,195
+20,686
185
$1.66M 0.07%
48,451
+17,912
186
$1.66M 0.07%
58,659
-937
187
$1.65M 0.07%
14,218
+9,650
188
$1.64M 0.07%
76,215
+64,715
189
$1.63M 0.07%
76,947
-15,081
190
$1.63M 0.07%
31,596
+29,088
191
$1.61M 0.07%
+14,032
192
$1.61M 0.07%
15,151
+14,127
193
$1.61M 0.07%
7,000
+1,450
194
$1.6M 0.07%
8,481
+6,467
195
$1.6M 0.07%
71,499
-37,483
196
$1.58M 0.07%
11,478
-15,224
197
$1.57M 0.07%
68,852
-365,330
198
$1.56M 0.07%
16,773
-5,552
199
$1.56M 0.07%
148,535
+79,741
200
$1.56M 0.07%
+40,533
6 7
8
9 10