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
2151
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-13,980
2152
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-70
2153
$0 ﹤0.01%
11
-6,509
2154
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2155
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2156
– –
-971
2157
– –
-1,971
2158
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0
2159
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-250
2160
– –
-8,807
2161
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0
2162
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-38
2163
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-1,578
2164
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0
2165
– –
-2,700
2166
– –
0
2167
– –
-8,481
2168
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-18,805
2169
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-8,085
2170
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-5
2171
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-100
2172
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0
2173
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0
2174
– –
-3,094
2175
– –
-6,000
85 86
87
88 89