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
$1.63B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,903
New
Increased
Reduced
Closed

Top Buys

1
+$85.8M
2
+$58.2M
3
+$27.5M
4
PXD
Pioneer Natural Resource Co.
PXD
+$15.2M
5
CVX icon
Chevron
CVX
+$14.6M

Top Sells

1
+$68.2M
2
+$50.4M
3
+$21.3M
4
META icon
Meta Platforms (Facebook)
META
+$16M
5
ET icon
Energy Transfer Partners
ET
+$10M

Sector Composition

1 Communication Services 12.17%
2 Technology 11.74%
3 Healthcare 11.4%
4 Energy 9.18%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$14K ﹤0.01%
1,880
+1,840
1977
$14K ﹤0.01%
248
+76
1978
$14K ﹤0.01%
680
-11,678
1979
$14K ﹤0.01%
1,700
-500
1980
$14K ﹤0.01%
+795
1981
$14K ﹤0.01%
+242
1982
$14K ﹤0.01%
212
-3
1983
$14K ﹤0.01%
539
+333
1984
$14K ﹤0.01%
553
-1,339
1985
$14K ﹤0.01%
1,433
1986
$14K ﹤0.01%
234
-1,565
1987
$14K ﹤0.01%
1,155
-6,417
1988
$14K ﹤0.01%
+948
1989
$14K ﹤0.01%
58
-85
1990
$14K ﹤0.01%
1,101
-9,408
1991
$14K ﹤0.01%
93
-445
1992
$14K ﹤0.01%
637
+277
1993
$14K ﹤0.01%
+301
1994
$14K ﹤0.01%
772
-17,294
1995
$14K ﹤0.01%
+106
1996
$14K ﹤0.01%
2,074
-898
1997
$14K ﹤0.01%
10,198
-10,176
1998
$14K ﹤0.01%
431
+196
1999
$14K ﹤0.01%
5,101
-500
2000
$14K ﹤0.01%
3,457
+2,157
78 79
80
81 82