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
$1.07B
AUM Growth
-$385M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,909
New
Increased
Reduced
Closed

Top Buys

1
+$43.9M
2
+$14.4M
3
+$13.6M
4
TSLA icon
Tesla
TSLA
+$12.5M
5
NVDA icon
NVIDIA
NVDA
+$11.4M

Top Sells

1
+$52.5M
2
+$37.6M
3
+$14.1M
4
F icon
Ford
F
+$14.1M
5
META icon
Meta Platforms (Facebook)
META
+$12.8M

Sector Composition

1 Technology 13.56%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-3
2027
– –
-569
2028
– –
-55
2029
$0 ﹤0.01%
200
+100
2030
– –
0
2031
– –
-1
2032
– –
-100
2033
– –
0
2034
– –
-37
2035
– –
0
2036
– –
-144
2037
– –
-3,404
2038
– –
0
2039
– –
-60
2040
– –
0
2041
– –
0
2042
– –
0
2043
– –
-140
2044
– –
-75
2045
– –
-3,726
2046
– –
0
2047
– –
0
2048
– –
0
2049
– –
0
2050
– –
-100
80 81
82
83 84