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
$2.13B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$45M
3
+$39.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.6M
5
META icon
Meta Platforms (Facebook)
META
+$21.2M

Top Sells

1
+$70.8M
2
+$28.7M
3
+$16.9M
4
BAC icon
Bank of America
BAC
+$16.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$16.1M

Sector Composition

1 Technology 11.91%
2 Communication Services 10.45%
3 Consumer Discretionary 8.31%
4 Healthcare 8.29%
5 Energy 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$17K ﹤0.01%
397
-803
1977
$17K ﹤0.01%
6,970
-160,581
1978
$17K ﹤0.01%
+844
1979
$17K ﹤0.01%
+795
1980
$17K ﹤0.01%
824
-1,947
1981
$17K ﹤0.01%
+227
1982
$17K ﹤0.01%
400
+190
1983
$17K ﹤0.01%
+178
1984
$17K ﹤0.01%
+682
1985
$17K ﹤0.01%
+1,605
1986
$17K ﹤0.01%
88
1987
$17K ﹤0.01%
322
-3,566
1988
$17K ﹤0.01%
500
+400
1989
$17K ﹤0.01%
938
+543
1990
$17K ﹤0.01%
+182
1991
$17K ﹤0.01%
2,912
-9,098
1992
$17K ﹤0.01%
1,232
-2,500
1993
$17K ﹤0.01%
987
-4,106
1994
$17K ﹤0.01%
1,181
-400
1995
$17K ﹤0.01%
1,134
1996
$17K ﹤0.01%
2,229
-8,074
1997
$17K ﹤0.01%
1,956
+330
1998
$17K ﹤0.01%
903
-1,097
1999
$17K ﹤0.01%
176
-270
2000
$17K ﹤0.01%
170
+13
78 79
80
81 82