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
$1.2B
AUM Growth
-$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,970
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$22.8M
3
+$17.9M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$13.7M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$12.6M

Top Sells

1
+$44.6M
2
+$32.9M
3
+$21.6M
4
DIS icon
Walt Disney
DIS
+$20.7M
5
SE icon
Sea Limited
SE
+$17.5M

Sector Composition

1 Technology 19.8%
2 Consumer Discretionary 14.7%
3 Financials 9.64%
4 Communication Services 8.61%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-3,645
2027
– –
-2,400
2028
– –
0
2029
– –
-1,000
2030
– –
-6,570
2031
– –
-170
2032
– –
-3,177
2033
– –
0
2034
– –
-19,230
2035
– –
-7,055
2036
– –
-39,848
2037
– –
-779
2038
$0 ﹤0.01%
+52
2039
– –
0
2040
– –
0
2041
$0 ﹤0.01%
+5
2042
– –
-12,133
2043
– –
0
2044
– –
0
2045
$0 ﹤0.01%
1
-1,111
2046
– –
-14,488
2047
$0 ﹤0.01%
+400
2048
– –
0
2049
– –
0
2050
– –
0
80 81
82
83 84