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
$1.24B
AUM Growth
+$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,657
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$21.6M
3
+$18.2M
4
META icon
Meta Platforms (Facebook)
META
+$16.5M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.8M

Top Sells

1
+$29.3M
2
+$25.8M
3
+$18.2M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$17.8M
5
PTON icon
Peloton Interactive
PTON
+$16M

Sector Composition

1 Consumer Discretionary 20.91%
2 Technology 19.17%
3 Communication Services 13.1%
4 Financials 8.04%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$740K 0.04%
61,576
-29,687
277
$740K 0.04%
+19,487
278
$733K 0.03%
31,873
+22,118
279
$730K 0.03%
+17,218
280
$729K 0.03%
41,076
-29,183
281
$724K 0.03%
13,658
+6,919
282
$721K 0.03%
18,621
+8,800
283
$718K 0.03%
8,377
-5,145
284
$717K 0.03%
+10,731
285
$717K 0.03%
37,485
+16,669
286
$713K 0.03%
25,376
+15,480
287
$709K 0.03%
16,386
+15,686
288
$702K 0.03%
7,500
-6,565
289
$689K 0.03%
20,611
+16,105
290
$687K 0.03%
7,800
+1,100
291
$681K 0.03%
138
-83
292
$668K 0.03%
36,800
-6,320
293
$664K 0.03%
21,091
-38,628
294
$659K 0.03%
17,676
-22,115
295
$657K 0.03%
40,051
+37,036
296
$656K 0.03%
+98,977
297
$652K 0.03%
59,900
+13,371
298
$649K 0.03%
37,167
-10,619
299
$641K 0.03%
+12,600
300
$641K 0.03%
5,634
-71,513
10 11
12
13 14