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
$1.95B
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,372
New
Increased
Reduced
Closed

Top Buys

1
+$67.1M
2
+$60.8M
3
+$46.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$45.6M
5
JPM icon
JPMorgan Chase
JPM
+$39.6M

Top Sells

1
+$243M
2
+$53.7M
3
+$46.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$28.1M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$24.3M

Sector Composition

1 Consumer Discretionary 26.19%
2 Technology 16.44%
3 Communication Services 9.74%
4 Financials 7.95%
5 Industrials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
100
-27,768
2027
$1K ﹤0.01%
2,856
-23,800
2028
$1K ﹤0.01%
10
2029
$1K ﹤0.01%
100
2030
$1K ﹤0.01%
100
2031
– –
0
2032
– –
-100
2033
$0 ﹤0.01%
1
2034
– –
-234
2035
– –
0
2036
– –
0
2037
– –
0
2038
– –
0
2039
– –
-747
2040
– –
-4,354
2041
– –
-900
2042
$0 ﹤0.01%
200
2043
– –
0
2044
– –
0
2045
– –
0
2046
– –
-20,389
2047
– –
-200
2048
– –
0
2049
– –
0
2050
– –
-700
80 81
82
83 84