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
$2.14B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,785
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$86.7M
3
+$33M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$30.5M
5
BIIB icon
Biogen
BIIB
+$24.3M

Top Sells

1
+$76.4M
2
+$75.9M
3
+$47.6M
4
META icon
Meta Platforms (Facebook)
META
+$17.7M
5
CEO
CNOOC Limited
CEO
+$16.7M

Sector Composition

1 Consumer Discretionary 13.83%
2 Technology 13.21%
3 Healthcare 8.43%
4 Communication Services 8.08%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$15K ﹤0.01%
4
1977
$15K ﹤0.01%
914
-504
1978
$15K ﹤0.01%
404
+250
1979
$15K ﹤0.01%
6,358
+5,325
1980
$15K ﹤0.01%
+625
1981
$15K ﹤0.01%
276
-200
1982
$15K ﹤0.01%
4,148
-7,395
1983
$15K ﹤0.01%
229
-783
1984
$15K ﹤0.01%
648
-6,193
1985
$15K ﹤0.01%
1,703
+559
1986
$15K ﹤0.01%
+3,000
1987
$15K ﹤0.01%
559
+530
1988
$15K ﹤0.01%
357
-279
1989
$15K ﹤0.01%
298
1990
$15K ﹤0.01%
+420
1991
$15K ﹤0.01%
270
-2
1992
$15K ﹤0.01%
291
-200
1993
$15K ﹤0.01%
1,356
-45,401
1994
$15K ﹤0.01%
1,385
+1,144
1995
$15K ﹤0.01%
1,238
+85
1996
$15K ﹤0.01%
420
+240
1997
$15K ﹤0.01%
330
+300
1998
$15K ﹤0.01%
4,311
-200
1999
$15K ﹤0.01%
950
+488
2000
$15K ﹤0.01%
479
+466
78 79
80
81 82