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
$760M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,583
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.2M
3
+$12.2M
4
C icon
Citigroup
C
+$10.9M
5
CRM icon
Salesforce
CRM
+$10.6M

Top Sells

1
+$47.5M
2
+$24.8M
3
+$23.5M
4
META icon
Meta Platforms (Facebook)
META
+$21.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$20.2M

Sector Composition

1 Technology 16.96%
2 Consumer Discretionary 14.78%
3 Communication Services 13.21%
4 Financials 7.76%
5 Industrials 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
0
1977
$0 ﹤0.01%
2
-5,523
1978
– –
0
1979
– –
-32,307
1980
– –
0
1981
– –
-839
1982
– –
-40
1983
– –
0
1984
– –
0
1985
– –
0
1986
– –
0
1987
– –
0
1988
– –
-500
1989
– –
0
1990
– –
-19,999
1991
– –
-29,409
1992
– –
-100
1993
$0 ﹤0.01%
15
1994
– –
0
1995
– –
-716
1996
– –
0
1997
– –
-2,112
1998
– –
0
1999
– –
-800
2000
– –
0
78 79
80
81 82