CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$47.3M
2
+$39.1M
3
+$31M
4
F icon
Ford
F
+$23.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$20.6M

Top Sells

1
+$36.5M
2
+$23.9M
3
+$15.7M
4
TSLA icon
Tesla
TSLA
+$13.6M
5
COIN icon
Coinbase
COIN
+$13M

Sector Composition

1 Technology 17.06%
2 Financials 12.55%
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%
303
-10,984
1977
$1K ﹤0.01%
122
-538
1978
$1K ﹤0.01%
10
1979
$1K ﹤0.01%
+22
1980
$1K ﹤0.01%
1,616
-2,369
1981
$1K ﹤0.01%
11
-846
1982
$1K ﹤0.01%
20
+10
1983
$1K ﹤0.01%
32
-210
1984
$1K ﹤0.01%
+250
1985
$1K ﹤0.01%
+20
1986
$1K ﹤0.01%
30
-21
1987
$1K ﹤0.01%
47
1988
$1K ﹤0.01%
9
1989
$1K ﹤0.01%
220
-300
1990
$1K ﹤0.01%
70
1991
$1K ﹤0.01%
+300
1992
$1K ﹤0.01%
58
-25
1993
$1K ﹤0.01%
+33
1994
$1K ﹤0.01%
+81
1995
$1K ﹤0.01%
+46
1996
$1K ﹤0.01%
18
-148
1997
$1K ﹤0.01%
140
-110
1998
– –
0
1999
$1K ﹤0.01%
140
-217
2000
$1K ﹤0.01%
+100
78 79
80
81 82