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
51
$5.42M 0.26%
73,012
+47,170
52
$5.38M 0.26%
40,537
-194,247
53
$5.36M 0.25%
24,881
+4,425
54
$5.09M 0.24%
51,721
+37,623
55
$5M 0.24%
22,493
+7,171
56
$4.97M 0.24%
218,099
+142,831
57
$4.96M 0.24%
91,770
-40,930
58
$4.77M 0.23%
39,475
+7,266
59
$4.72M 0.22%
12,615
+11,728
60
$4.69M 0.22%
20,073
-2,446
61
$4.68M 0.22%
+69,359
62
$4.48M 0.21%
16,877
-13,523
63
$4.36M 0.21%
51,628
+25,894
64
$4.33M 0.21%
278,210
+1,694
65
$4.16M 0.2%
102,400
+70,200
66
$4.16M 0.2%
97,204
+95,380
67
$4.12M 0.2%
10,533
+4,889
68
$4.11M 0.2%
189,951
+189,451
69
$4.02M 0.19%
3,390
+75
70
$3.98M 0.19%
439,164
-1,675,124
71
$3.94M 0.19%
76,369
-5,298
72
$3.88M 0.18%
58,871
+18,419
73
$3.85M 0.18%
56,444
+54,852
74
$3.83M 0.18%
15,978
+14,178
75
$3.77M 0.18%
50,191
+46,990
1 2
3
4 5