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

Top Buys

1
+$27.8M
2
+$19.3M
3
+$16.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15M
5
DIS icon
Walt Disney
DIS
+$14.5M

Top Sells

1
+$23.4M
2
+$21.2M
3
+$17.3M
4
CRWD icon
CrowdStrike
CRWD
+$13.6M
5
PTON icon
Peloton Interactive
PTON
+$12.8M

Sector Composition

1 Consumer Discretionary 20.91%
2 Technology 19.17%
3 Communication Services 13.11%
4 Financials 8.04%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$405K 0.03%
14,159
+1,917
402
$404K 0.03%
32,683
+23,848
403
$402K 0.03%
35,951
+5,758
404
$401K 0.03%
13,482
-14,032
405
$400K 0.03%
9,573
+6,736
406
$400K 0.03%
1,550
+1,250
407
$399K 0.03%
4,700
-1,900
408
$399K 0.03%
8,403
+900
409
$399K 0.03%
+8,138
410
$399K 0.03%
15,463
+11,320
411
$398K 0.03%
1,200
-2,248
412
$394K 0.03%
+4,121
413
$392K 0.03%
5,701
-7,847
414
$389K 0.03%
13,400
+30
415
$389K 0.03%
7,644
+3,444
416
$382K 0.03%
14,891
+5,305
417
$381K 0.03%
7,318
+7,118
418
$380K 0.03%
12,419
+11,239
419
$377K 0.03%
36,534
+26,254
420
$377K 0.03%
+1,331
421
$377K 0.03%
61,261
-2,674
422
$377K 0.03%
16,698
+6,312
423
$376K 0.03%
4,989
-951
424
$369K 0.03%
2,409
-2,488
425
$365K 0.03%
24,770
+8,509
15 16
17
18 19