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
701
$132K 0.01%
+325
702
$131K 0.01%
5,745
+4,925
703
$131K 0.01%
7,860
+4,353
704
$131K 0.01%
800
-4,688
705
$131K 0.01%
+11,900
706
$130K 0.01%
1,864
+1,177
707
$129K 0.01%
2,452
+2,229
708
$129K 0.01%
2,164
+864
709
$129K 0.01%
+2,433
710
$128K 0.01%
+34,983
711
$128K 0.01%
+2,901
712
$128K 0.01%
+1,700
713
$128K 0.01%
904
+900
714
$128K 0.01%
7,063
+4,763
715
$128K 0.01%
3,207
-1,862
716
$128K 0.01%
+3,110
717
$127K 0.01%
3,038
+2,924
718
$127K 0.01%
2,062
-2,251
719
$126K 0.01%
9,070
+212
720
$125K 0.01%
+4,840
721
$125K 0.01%
+1,380
722
$125K 0.01%
14,225
+14,006
723
$125K 0.01%
5,500
+2,300
724
$125K 0.01%
+1,481
725
$124K 0.01%
2,799
27 28
29
30 31