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
$1.24B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,646
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$128M
3
+$16.7M
4
KMI icon
Kinder Morgan
KMI
+$15.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.9%
2 Communication Services 17.12%
3 Healthcare 9.7%
4 Energy 8.46%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$14K ﹤0.01%
+421
2027
$14K ﹤0.01%
+1,104
2028
$14K ﹤0.01%
+196
2029
$14K ﹤0.01%
+786
2030
$14K ﹤0.01%
+1,752
2031
$14K ﹤0.01%
+31
2032
$14K ﹤0.01%
+557
2033
$14K ﹤0.01%
+1,806
2034
$14K ﹤0.01%
+51
2035
$14K ﹤0.01%
+819
2036
$14K ﹤0.01%
+488
2037
$14K ﹤0.01%
+676
2038
$14K ﹤0.01%
+900
2039
$13K ﹤0.01%
+6,075
2040
$13K ﹤0.01%
+300
2041
$13K ﹤0.01%
+700
2042
$13K ﹤0.01%
+200
2043
$13K ﹤0.01%
+220
2044
$13K ﹤0.01%
+1,500
2045
$13K ﹤0.01%
+482
2046
$13K ﹤0.01%
+1,079
2047
$13K ﹤0.01%
+2,164
2048
$13K ﹤0.01%
+784
2049
$13K ﹤0.01%
+900
2050
$13K ﹤0.01%
+1,270
80 81
82
83 84