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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.54%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-35,309
1977
– –
-68
1978
– –
0
1979
– –
-400
1980
– –
0
1981
– –
0
1982
– –
-25,599
1983
– –
-32
1984
– –
0
1985
– –
0
1986
– –
0
1987
– –
-232
1988
– –
0
1989
$0 ﹤0.01%
116
-4,724
1990
– –
0
1991
– –
-535
1992
– –
-2,051
1993
– –
0
1994
– –
-384
1995
– –
-1,500
1996
– –
-204
1997
– –
0
1998
– –
0
1999
– –
0
2000
– –
-300
78 79
80
81 82