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
$2.13B
AUM Growth
+$500M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1 +$241M
2 +$45M
3 +$39.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.6M
5
META icon
Meta Platforms (Facebook)
META
+$21.2M

Top Sells

1 +$70.8M
2 +$28.7M
3 +$16.9M
4
BAC icon
Bank of America
BAC
+$16.4M
5
PXD
Pioneer Natural Resource Co.
PXD
+$16.1M

Sector Composition

1 Technology 11.91%
2 Communication Services 10.45%
3 Consumer Discretionary 8.31%
4 Healthcare 8.29%
5 Energy 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$6K ﹤0.01%
+128
2427
$6K ﹤0.01%
+137
2428
$6K ﹤0.01%
484
-1,753
2429
$6K ﹤0.01%
3,257
2430
$6K ﹤0.01%
700
2431
$6K ﹤0.01%
133
-460
2432
$6K ﹤0.01%
243
-23
2433
$6K ﹤0.01%
830
-400
2434
$6K ﹤0.01%
+163
2435
$6K ﹤0.01%
+400
2436
$6K ﹤0.01%
900
-7,783
2437
$6K ﹤0.01%
322
-122
2438
$6K ﹤0.01%
355
-37
2439
$6K ﹤0.01%
+49
2440
$6K ﹤0.01%
+87
2441
$6K ﹤0.01%
139
-1,747
2442
$6K ﹤0.01%
92
-115
2443
0
2444
$6K ﹤0.01%
413
2445
$6K ﹤0.01%
426
-600
2446
$6K ﹤0.01%
568
+400
2447
$6K ﹤0.01%
+1,353
2448
$6K ﹤0.01%
3,113
-1,200
2449
$6K ﹤0.01%
2,497
2450
$6K ﹤0.01%
+230