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
501
$258K 0.01%
5,938
+3,200
502
$257K 0.01%
+8,197
503
$255K 0.01%
25,682
-40,300
504
$254K 0.01%
2,600
+400
505
$254K 0.01%
+6,200
506
$251K 0.01%
10,316
+9,052
507
$251K 0.01%
3,843
-1,981
508
$251K 0.01%
2,800
+2,500
509
$251K 0.01%
+1,860
510
$249K 0.01%
15,500
511
$248K 0.01%
+3,600
512
$248K 0.01%
+2,800
513
$248K 0.01%
+1,875
514
$246K 0.01%
18,505
+1,030
515
$245K 0.01%
490
516
$243K 0.01%
4,961
+4,918
517
$241K 0.01%
1,723
+420
518
$240K 0.01%
+4,687
519
$240K 0.01%
18,885
+11,800
520
$238K 0.01%
1,670
+900
521
$238K 0.01%
+10,400
522
$237K 0.01%
3,358
+2,458
523
$237K 0.01%
4,900
+800
524
$236K 0.01%
+118
525
$235K 0.01%
1,662
-25,985
19 20
21
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