CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
-$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,075
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$24.7M
3
+$15.7M
4
ZM icon
Zoom
ZM
+$15.4M
5
BABA icon
Alibaba
BABA
+$14.2M

Top Sells

1
+$32.3M
2
+$17.7M
3
+$17M
4
OIH icon
VanEck Oil Services ETF
OIH
+$15.7M
5
SE icon
Sea Limited
SE
+$14.4M

Sector Composition

1 Technology 17.73%
2 Consumer Discretionary 13.73%
3 Financials 11.9%
4 Communication Services 8.24%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
30
2027
$1K ﹤0.01%
100
2028
$1K ﹤0.01%
+142
2029
$1K ﹤0.01%
+163
2030
$1K ﹤0.01%
232
-421
2031
$1K ﹤0.01%
200
-100
2032
$1K ﹤0.01%
10
2033
$1K ﹤0.01%
7
-732
2034
$1K ﹤0.01%
73
2035
$1K ﹤0.01%
200
-6,700
2036
$1K ﹤0.01%
58
-2,042
2037
$1K ﹤0.01%
+100
2038
$1K ﹤0.01%
141
-1,200
2039
$1K ﹤0.01%
50
2040
$1K ﹤0.01%
+10
2041
$1K ﹤0.01%
450
-7,750
2042
$1K ﹤0.01%
150
-190
2043
$1K ﹤0.01%
+11
2044
$1K ﹤0.01%
100
-451
2045
$1K ﹤0.01%
116
2046
– –
-582
2047
– –
-3,000
2048
– –
0
2049
– –
-111
2050
$0 ﹤0.01%
+100
80 81
82
83 84