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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,600
2027
– –
0
2028
– –
-2,410
2029
$0 ﹤0.01%
32
-23
2030
– –
0
2031
– –
-1,674
2032
– –
0
2033
– –
0
2034
– –
0
2035
– –
-1,300
2036
– –
-900
2037
– –
-16,655
2038
– –
-962
2039
– –
-4,172
2040
– –
-2,500
2041
– –
0
2042
– –
-12,500
2043
– –
0
2044
$0 ﹤0.01%
384
2045
– –
0
2046
– –
0
2047
– –
0
2048
– –
0
2049
– –
0
2050
– –
-3,660
80 81
82
83 84