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
$2.13B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1
+$241M
2
+$45M
3
+$39.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.6M
5
META icon
Meta Platforms (Facebook)
META
+$21.2M

Top Sells

1
+$70.8M
2
+$28.7M
3
+$16.9M
4
BAC icon
Bank of America
BAC
+$16.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$16.1M

Sector Composition

1 Technology 11.91%
2 Communication Services 10.45%
3 Consumer Discretionary 8.31%
4 Healthcare 8.29%
5 Energy 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$16K ﹤0.01%
1,300
2027
$16K ﹤0.01%
1,985
-99
2028
$16K ﹤0.01%
1,450
-7,668
2029
$16K ﹤0.01%
662
+469
2030
$16K ﹤0.01%
942
-509
2031
$16K ﹤0.01%
+1,000
2032
$16K ﹤0.01%
2,800
2033
$15K ﹤0.01%
165
-2,918
2034
$15K ﹤0.01%
815
+4
2035
$15K ﹤0.01%
+100
2036
$15K ﹤0.01%
1,784
-105
2037
$15K ﹤0.01%
450
+200
2038
$15K ﹤0.01%
+1,110
2039
$15K ﹤0.01%
398
+15
2040
$15K ﹤0.01%
+500
2041
$15K ﹤0.01%
630
+399
2042
$15K ﹤0.01%
263
-257
2043
$15K ﹤0.01%
+601
2044
$15K ﹤0.01%
+1,300
2045
$15K ﹤0.01%
197
-2,118
2046
$15K ﹤0.01%
8,539
+7,467
2047
$15K ﹤0.01%
+6
2048
$15K ﹤0.01%
979
-173
2049
– –
0
2050
$15K ﹤0.01%
1,992
+1,000
80 81
82
83 84