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
776
$104K ﹤0.01%
2,335
-400
777
$104K ﹤0.01%
9,618
+6,589
778
$103K ﹤0.01%
385
+100
779
$103K ﹤0.01%
7,640
-1,840
780
$103K ﹤0.01%
2,407
+2,300
781
$102K ﹤0.01%
3,661
+2,861
782
$102K ﹤0.01%
2,200
783
$101K ﹤0.01%
9,341
+5,877
784
$101K ﹤0.01%
+1,640
785
$101K ﹤0.01%
5,273
+4,099
786
$101K ﹤0.01%
6,398
+4,827
787
$100K ﹤0.01%
+1,300
788
$100K ﹤0.01%
313
-1,599
789
$100K ﹤0.01%
23,264
+19,265
790
$99K ﹤0.01%
1,110
+710
791
$99K ﹤0.01%
5,600
+200
792
$99K ﹤0.01%
1,271
+1,119
793
$99K ﹤0.01%
21,546
+19,569
794
$98K ﹤0.01%
+1,243
795
$98K ﹤0.01%
1,566
+1,366
796
$98K ﹤0.01%
1,400
+500
797
$98K ﹤0.01%
600
-600
798
$98K ﹤0.01%
12,496
+7,496
799
$97K ﹤0.01%
+2,802
800
$97K ﹤0.01%
+1,899
30 31
32
33 34