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
526
$235K 0.01%
7,382
+400
527
$234K 0.01%
+5,500
528
$234K 0.01%
42
-28
529
$234K 0.01%
495
-142
530
$233K 0.01%
4,245
+4,201
531
$233K 0.01%
11,885
+10,685
532
$231K 0.01%
41,932
+40,325
533
$231K 0.01%
+11,701
534
$229K 0.01%
12,603
+4,017
535
$228K 0.01%
+1,020
536
$227K 0.01%
4,420
+4,120
537
$225K 0.01%
10,686
-2,800
538
$223K 0.01%
+14,909
539
$222K 0.01%
2,653
-11,943
540
$221K 0.01%
1,255
+300
541
$221K 0.01%
+3,843
542
$219K 0.01%
9,906
-14,981
543
$219K 0.01%
1,044
-3,030
544
$219K 0.01%
3,900
+3,600
545
$218K 0.01%
+8,080
546
$218K 0.01%
+1,000
547
$217K 0.01%
3,900
+2,100
548
$217K 0.01%
+4,008
549
$216K 0.01%
5,748
-8,638
550
$216K 0.01%
+2,309
20 21
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