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
$1.06B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,936
New
Increased
Reduced
Closed

Top Buys

1
+$47.3M
2
+$44.9M
3
+$28.6M
4
AXP icon
American Express
AXP
+$7.22M
5
MSFT icon
Microsoft
MSFT
+$7.15M

Top Sells

1
+$82.3M
2
+$13.6M
3
+$11.6M
4
OVTI
OMNIVISION TECHNOLOGIES INC
OVTI
+$10M
5
KMI icon
Kinder Morgan
KMI
+$9.74M

Sector Composition

1 Communication Services 16.79%
2 Technology 11.19%
3 Healthcare 9.28%
4 Energy 7.57%
5 Consumer Discretionary 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$11K ﹤0.01%
4,637
-200
2027
$11K ﹤0.01%
1,171
+500
2028
$10K ﹤0.01%
+350
2029
$10K ﹤0.01%
396
+129
2030
$10K ﹤0.01%
893
-145
2031
$10K ﹤0.01%
+1,000
2032
$10K ﹤0.01%
422
-300
2033
$10K ﹤0.01%
1,447
-1,493
2034
$10K ﹤0.01%
144
2035
$10K ﹤0.01%
340
-11,337
2036
$10K ﹤0.01%
+1,208
2037
– –
0
2038
$10K ﹤0.01%
459
-96
2039
$10K ﹤0.01%
+1,500
2040
$10K ﹤0.01%
536
+245
2041
$10K ﹤0.01%
468
+49
2042
$10K ﹤0.01%
+784
2043
$10K ﹤0.01%
398
-742
2044
$10K ﹤0.01%
+5,275
2045
– –
0
2046
$10K ﹤0.01%
400
-1,721
2047
$10K ﹤0.01%
157
-477
2048
$10K ﹤0.01%
230
-5,978
2049
$10K ﹤0.01%
+1,302
2050
$10K ﹤0.01%
276
+211
80 81
82
83 84