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
2401
– –
-2,681
2402
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-59
2403
$0 ﹤0.01%
+1
2404
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0
2405
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-967
2406
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-1,900
2407
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-200
2408
– –
-3,032
2409
– –
-100
2410
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0
2411
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0
2412
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0
2413
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0
2414
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0
2415
– –
0
2416
– –
-1,158
2417
– –
-2,900
2418
– –
-271
2419
– –
-6,994
2420
– –
0
2421
– –
-655
2422
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0
2423
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0
2424
– –
-2,150
2425
– –
0
95 96
97
98 99