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 13.54%
2 Healthcare 10.6%
3 Consumer Discretionary 9.84%
4 Financials 8.17%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
– –
-2,830
2277
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0
2278
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-517
2279
$0 ﹤0.01%
17
+6
2280
– –
-2,303
2281
– –
-20
2282
$0 ﹤0.01%
+5
2283
$0 ﹤0.01%
7
-25
2284
– –
-1,200
2285
– –
-9,708
2286
– –
-308
2287
– –
-3,466
2288
– –
-300
2289
$0 ﹤0.01%
13
-1,568
2290
– –
-8
2291
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-2,306
2292
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0
2293
– –
-4,303
2294
– –
0
2295
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0
2296
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0
2297
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0
2298
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0
2299
– –
-560
2300
– –
-8,600
90 91
92
93 94