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
$1.22B
AUM Growth
+$401M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,473
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$30.9M
3
+$30.3M
4
GS icon
Goldman Sachs
GS
+$26.2M
5
BIDU icon
Baidu
BIDU
+$25.2M

Top Sells

1
+$30.9M
2
+$24.8M
3
+$15.3M
4
META icon
Meta Platforms (Facebook)
META
+$13.3M
5
MSFT icon
Microsoft
MSFT
+$10.2M

Sector Composition

1 Consumer Discretionary 22.88%
2 Technology 14.02%
3 Communication Services 11.88%
4 Financials 5.24%
5 Energy 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-319
2027
– –
0
2028
– –
-932
2029
– –
-1,270
2030
– –
0
2031
– –
0
2032
– –
0
2033
– –
0
2034
– –
-403
2035
– –
0
2036
– –
-800
2037
– –
-400
2038
– –
0
2039
– –
-200
2040
– –
0
2041
– –
0
2042
– –
-990
2043
– –
-198
2044
– –
-300
2045
– –
-15,512
2046
– –
-441
2047
$0 ﹤0.01%
4
-300
2048
– –
-82
2049
– –
-197
2050
– –
-400
80 81
82
83 84