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
$1.46B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,959
New
Increased
Reduced
Closed

Top Buys

1
+$48.7M
2
+$41.3M
3
+$32.1M
4
F icon
Ford
F
+$26.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$21.3M

Top Sells

1
+$39.2M
2
+$25.3M
3
+$15M
4
TSLA icon
Tesla
TSLA
+$14.3M
5
GM icon
General Motors
GM
+$12.8M

Sector Composition

1 Technology 17.51%
2 Financials 12.1%
3 Consumer Discretionary 11.2%
4 Communication Services 8.56%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.55M 0.06%
61,350
+40,215
202
$1.54M 0.06%
41,588
-20,332
203
$1.53M 0.06%
45,742
+20,280
204
$1.53M 0.06%
40,565
+19,214
205
$1.52M 0.06%
120,835
+5,373
206
$1.51M 0.06%
8,289
+8,189
207
$1.5M 0.06%
6,351
-346
208
$1.46M 0.06%
+36,623
209
$1.45M 0.06%
6,954
+4,035
210
$1.42M 0.06%
49,098
+21,670
211
$1.41M 0.06%
10,578
+9,629
212
$1.41M 0.06%
10,029
+8,829
213
$1.4M 0.06%
1,532
+1,008
214
$1.38M 0.06%
8,801
+7,413
215
$1.38M 0.06%
17,981
+9,205
216
$1.38M 0.06%
11,925
+7,153
217
$1.38M 0.06%
+2,430
218
$1.36M 0.06%
56,371
+17,834
219
$1.35M 0.06%
111,091
+93,837
220
$1.34M 0.06%
+4,600
221
$1.34M 0.06%
6,618
-6,235
222
$1.33M 0.06%
30,409
+12,716
223
$1.33M 0.06%
7,465
-4,771
224
$1.32M 0.06%
10,166
+8,566
225
$1.31M 0.05%
+15,225
7 8
9
10 11