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
$1.22B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,473
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$30.9M
3
+$30.3M
4
GS icon
Goldman Sachs
GS
+$26.2M
5
BIDU icon
Baidu
BIDU
+$25.2M

Top Sells

1
+$30.9M
2
+$24.8M
3
+$15.3M
4
META icon
Meta Platforms (Facebook)
META
+$13.3M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Sector Composition

1 Consumer Discretionary 22.88%
2 Technology 14.02%
3 Communication Services 11.88%
4 Financials 5.24%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
0
1977
– –
0
1978
– –
-300
1979
– –
0
1980
$0 ﹤0.01%
1,300
+1,000
1981
– –
0
1982
– –
0
1983
– –
0
1984
– –
0
1985
– –
-2,000
1986
– –
-1,195
1987
– –
0
1988
– –
0
1989
– –
-5,310
1990
– –
0
1991
– –
0
1992
– –
0
1993
– –
-3,797
1994
– –
0
1995
– –
0
1996
– –
-414
1997
– –
0
1998
– –
0
1999
– –
0
2000
– –
-1,139
78 79
80
81 82