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
601
$174K 0.01%
+12,340
602
$173K 0.01%
4,632
+2,155
603
$173K 0.01%
2,950
+2,044
604
$173K 0.01%
696
+682
605
$172K 0.01%
1,666
+1,420
606
$172K 0.01%
3,342
-3,485
607
$171K 0.01%
+3,973
608
$171K 0.01%
+2,767
609
$170K 0.01%
6,901
+3,300
610
$170K 0.01%
5,177
-21
611
$169K 0.01%
1,300
+1,200
612
$168K 0.01%
5,892
+5,792
613
$168K 0.01%
8,329
-4,371
614
$168K 0.01%
2,540
+1,600
615
$168K 0.01%
2,595
-66
616
$168K 0.01%
4,261
+1,880
617
$167K 0.01%
+306
618
$166K 0.01%
+1,690
619
$166K 0.01%
4,546
+4,346
620
$165K 0.01%
6,960
+5,560
621
$165K 0.01%
7,794
-23,097
622
$164K 0.01%
19,376
+7,479
623
$164K 0.01%
2,645
+2,600
624
$163K 0.01%
+1,719
625
$162K 0.01%
7,639
-12,437
23 24
25
26 27