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
$819M
AUM Growth
-$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,681
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$12.3M
3
+$11.5M
4
F icon
Ford
F
+$9.96M
5
FSLR icon
First Solar
FSLR
+$9.45M

Top Sells

1
+$67.5M
2
+$61.6M
3
+$9.57M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$7.5M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$6.8M

Sector Composition

1 Technology 15.47%
2 Consumer Discretionary 10.87%
3 Financials 8.74%
4 Communication Services 8.66%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-8,200
2027
– –
0
2028
– –
-50
2029
– –
0
2030
– –
-141
2031
– –
0
2032
– –
-6,662
2033
– –
-188
2034
– –
0
2035
– –
-239
2036
– –
0
2037
– –
0
2038
– –
-200
2039
– –
0
2040
– –
0
2041
– –
0
2042
– –
0
2043
– –
-907
2044
– –
0
2045
– –
-40
2046
– –
0
2047
$0 ﹤0.01%
+3
2048
$0 ﹤0.01%
30
-70
2049
– –
0
2050
– –
-304
80 81
82
83 84