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
801
$97K ﹤0.01%
2,300
+1,742
802
$97K ﹤0.01%
+370
803
$96K ﹤0.01%
+700
804
$96K ﹤0.01%
3,659
-529
805
$96K ﹤0.01%
1,699
-1,100
806
$95K ﹤0.01%
6,304
-8,100
807
$95K ﹤0.01%
4,614
+2,118
808
$95K ﹤0.01%
+1,700
809
$95K ﹤0.01%
+551
810
$95K ﹤0.01%
3,541
-7,286
811
$94K ﹤0.01%
2,414
+1,103
812
$94K ﹤0.01%
1,488
-1,512
813
$94K ﹤0.01%
4,798
+4,696
814
$93K ﹤0.01%
+1,000
815
$93K ﹤0.01%
860
+370
816
$92K ﹤0.01%
763
-1,100
817
$92K ﹤0.01%
3,351
+3,100
818
$92K ﹤0.01%
+25,074
819
$91K ﹤0.01%
+2,000
820
$91K ﹤0.01%
800
+700
821
$90K ﹤0.01%
2,850
+2,550
822
$90K ﹤0.01%
2,518
-2,542
823
$90K ﹤0.01%
890
+619
824
$89K ﹤0.01%
+3,085
825
$89K ﹤0.01%
10,885
+9,848
31 32
33
34 35