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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$1K ﹤0.01%
32
-210
1977
$1K ﹤0.01%
+250
1978
$1K ﹤0.01%
+20
1979
$1K ﹤0.01%
30
-21
1980
$1K ﹤0.01%
47
1981
$1K ﹤0.01%
1
-1
1982
$1K ﹤0.01%
9
1983
$1K ﹤0.01%
220
-300
1984
$1K ﹤0.01%
70
1985
$1K ﹤0.01%
+300
1986
$1K ﹤0.01%
58
-25
1987
$1K ﹤0.01%
+33
1988
$1K ﹤0.01%
+81
1989
$1K ﹤0.01%
+46
1990
$1K ﹤0.01%
214
-1,781
1991
$1K ﹤0.01%
140
-110
1992
– –
0
1993
$1K ﹤0.01%
140
-217
1994
$1K ﹤0.01%
+100
1995
$1K ﹤0.01%
+908
1996
– –
-1
1997
$1K ﹤0.01%
+60
1998
$1K ﹤0.01%
+400
1999
$1K ﹤0.01%
400
2000
$1K ﹤0.01%
+700
78 79
80
81 82