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
$2.14B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,785
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$86.7M
3
+$33M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$30.5M
5
BIIB icon
Biogen
BIIB
+$24.3M

Top Sells

1
+$76.4M
2
+$75.9M
3
+$47.6M
4
META icon
Meta Platforms (Facebook)
META
+$17.7M
5
CEO
CNOOC Limited
CEO
+$16.7M

Sector Composition

1 Consumer Discretionary 13.83%
2 Technology 13.21%
3 Healthcare 8.43%
4 Communication Services 8.08%
5 Financials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$10K ﹤0.01%
107
2127
$10K ﹤0.01%
+500
2128
$10K ﹤0.01%
187
-447
2129
$10K ﹤0.01%
343
-1,466
2130
$10K ﹤0.01%
277
-200
2131
$10K ﹤0.01%
200
2132
$10K ﹤0.01%
+200
2133
$10K ﹤0.01%
+500
2134
$10K ﹤0.01%
638
-3,398
2135
$10K ﹤0.01%
3,665
+800
2136
$10K ﹤0.01%
526
-519
2137
$10K ﹤0.01%
+766
2138
$10K ﹤0.01%
625
2139
$10K ﹤0.01%
1,234
-426
2140
$10K ﹤0.01%
1,230
2141
$10K ﹤0.01%
192
-2,087
2142
$10K ﹤0.01%
47
2143
$10K ﹤0.01%
4,600
2144
$10K ﹤0.01%
592
-13,042
2145
$10K ﹤0.01%
900
-2,553
2146
$10K ﹤0.01%
543
-115
2147
$10K ﹤0.01%
384
+200
2148
$10K ﹤0.01%
1,614
+500
2149
$10K ﹤0.01%
294
-653
2150
$10K ﹤0.01%
222
84 85
86
87 88