CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,646
New
Increased
Reduced
Closed

Top Buys

1 +$141M
2 +$128M
3 +$16.7M
4
KMI icon
Kinder Morgan
KMI
+$15.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$15.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.9%
2 Communication Services 17.12%
3 Healthcare 9.7%
4 Energy 8.46%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$6K ﹤0.01%
+390
2402
$6K ﹤0.01%
+1,934
2403
$6K ﹤0.01%
+2,446
2404
$6K ﹤0.01%
+330
2405
$6K ﹤0.01%
+706
2406
$6K ﹤0.01%
+51
2407
$6K ﹤0.01%
+129
2408
$6K ﹤0.01%
+300
2409
$6K ﹤0.01%
+129
2410
$6K ﹤0.01%
+40
2411
$6K ﹤0.01%
+1,100
2412
$6K ﹤0.01%
+1,551
2413
$6K ﹤0.01%
+927
2414
$6K ﹤0.01%
+160
2415
$6K ﹤0.01%
+69
2416
$6K ﹤0.01%
+114
2417
$6K ﹤0.01%
+390
2418
$6K ﹤0.01%
+1,784
2419
$6K ﹤0.01%
+276
2420
$6K ﹤0.01%
+267
2421
$6K ﹤0.01%
+295
2422
$6K ﹤0.01%
+201
2423
$6K ﹤0.01%
+600
2424
$6K ﹤0.01%
+300
2425
$6K ﹤0.01%
+248