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
$1.63B
AUM Growth
+$207M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,903
New
Increased
Reduced
Closed

Top Buys

1
+$85.8M
2
+$58.2M
3
+$27.5M
4
PXD
Pioneer Natural Resource Co.
PXD
+$15.2M
5
CVX icon
Chevron
CVX
+$14.6M

Top Sells

1
+$68.2M
2
+$50.4M
3
+$21.3M
4
META icon
Meta Platforms (Facebook)
META
+$16M
5
ET icon
Energy Transfer Partners
ET
+$10M

Sector Composition

1 Communication Services 12.17%
2 Technology 11.74%
3 Healthcare 11.4%
4 Energy 9.18%
5 Consumer Staples 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$13K ﹤0.01%
646
2027
$13K ﹤0.01%
+207
2028
– –
0
2029
$13K ﹤0.01%
103
-593
2030
$13K ﹤0.01%
572
+360
2031
$13K ﹤0.01%
+467
2032
$13K ﹤0.01%
1,688
+1,364
2033
$13K ﹤0.01%
540
2034
$13K ﹤0.01%
2,084
-2,700
2035
$13K ﹤0.01%
6,678
+3,200
2036
$13K ﹤0.01%
1,017
+214
2037
$13K ﹤0.01%
+800
2038
$13K ﹤0.01%
1,599
+400
2039
$13K ﹤0.01%
4,641
+1,000
2040
$12K ﹤0.01%
2,370
2041
$12K ﹤0.01%
1,889
+105
2042
$12K ﹤0.01%
+200
2043
$12K ﹤0.01%
+79
2044
$12K ﹤0.01%
+1,291
2045
$12K ﹤0.01%
9,326
+6,277
2046
$12K ﹤0.01%
802
-6,114
2047
$12K ﹤0.01%
+1,342
2048
$12K ﹤0.01%
604
-1,796
2049
$12K ﹤0.01%
1,447
2050
$12K ﹤0.01%
336
+164
80 81
82
83 84