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
201
$1.08M 0.06%
28,552
+26,652
202
$1.07M 0.06%
10,035
+7,265
203
$1.07M 0.06%
36,551
-67,272
204
$1.07M 0.06%
11,689
+10,978
205
$1.06M 0.06%
+8,300
206
$1.05M 0.06%
3,440
-1,400
207
$1.05M 0.06%
+20,953
208
$1.05M 0.06%
35,077
+33,677
209
$1.05M 0.06%
8,153
-6,065
210
$1.04M 0.05%
12,452
-3,690
211
$1.03M 0.05%
40,933
+21,819
212
$1.02M 0.05%
+35,000
213
$981K 0.05%
39,786
+33,785
214
$980K 0.05%
+7,526
215
$979K 0.05%
25,900
-70,471
216
$978K 0.05%
40,169
-5,573
217
$976K 0.05%
37,839
-26,796
218
$971K 0.05%
+18,374
219
$964K 0.05%
9,403
+27
220
$963K 0.05%
50,935
+37,762
221
$960K 0.05%
8,027
+2,630
222
$940K 0.05%
1,634
-3,376
223
$935K 0.05%
14,071
+6,335
224
$934K 0.05%
12,074
-11,235
225
$932K 0.05%
4,944
+3,992
7 8
9
10 11