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
401
$405K 0.02%
14,159
+1,917
402
$404K 0.02%
32,683
+23,848
403
$402K 0.02%
35,951
+5,758
404
$401K 0.02%
13,482
-14,032
405
$400K 0.02%
9,573
+6,736
406
$400K 0.02%
1,550
+1,250
407
$399K 0.02%
4,700
-1,900
408
$399K 0.02%
8,403
+900
409
$399K 0.02%
+8,138
410
$399K 0.02%
15,463
+11,320
411
$398K 0.02%
1,200
-2,248
412
$394K 0.02%
+4,121
413
$392K 0.02%
5,701
-7,847
414
$389K 0.02%
13,400
+30
415
$389K 0.02%
7,644
+3,444
416
$382K 0.02%
14,891
+5,305
417
$381K 0.02%
7,318
+7,118
418
$380K 0.02%
12,419
+11,239
419
$377K 0.02%
16,698
+6,312
420
$377K 0.02%
36,534
+26,254
421
$377K 0.02%
+1,331
422
$377K 0.02%
61,261
-2,674
423
$376K 0.02%
4,989
-951
424
$369K 0.02%
2,409
-2,488
425
$365K 0.02%
24,770
+8,509
15 16
17
18 19