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
$1.24B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,646
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$128M
3 +$16.7M
4
KMI icon
Kinder Morgan
KMI
+$15.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.9%
2 Communication Services 17.12%
3 Healthcare 9.7%
4 Energy 8.46%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$13K ﹤0.01%
+239
2052
$13K ﹤0.01%
+5,646
2053
$13K ﹤0.01%
+551
2054
$13K ﹤0.01%
+90
2055
$13K ﹤0.01%
+509
2056
$13K ﹤0.01%
+39
2057
$13K ﹤0.01%
+900
2058
$13K ﹤0.01%
+444
2059
$13K ﹤0.01%
+1,000
2060
$13K ﹤0.01%
+128
2061
$13K ﹤0.01%
+2,042
2062
$13K ﹤0.01%
+1,000
2063
$13K ﹤0.01%
+300
2064
$13K ﹤0.01%
+216
2065
$13K ﹤0.01%
+187
2066
$13K ﹤0.01%
+310
2067
$13K ﹤0.01%
+4,389
2068
$13K ﹤0.01%
+3,351
2069
$13K ﹤0.01%
+494
2070
$13K ﹤0.01%
+539
2071
$13K ﹤0.01%
+8
2072
$13K ﹤0.01%
+932
2073
$13K ﹤0.01%
+646
2074
$13K ﹤0.01%
+1,873
2075
$13K ﹤0.01%
+1,741