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
826
$88K ﹤0.01%
4,200
+520
827
$87K ﹤0.01%
+2,014
828
$87K ﹤0.01%
+1,000
829
$87K ﹤0.01%
1,000
-1,011
830
$87K ﹤0.01%
26,141
-47,932
831
$87K ﹤0.01%
10,000
+4,502
832
$87K ﹤0.01%
2,887
-901
833
$87K ﹤0.01%
267
-1,736
834
$86K ﹤0.01%
+5,200
835
$86K ﹤0.01%
4,870
+2,570
836
$86K ﹤0.01%
981
-151
837
$86K ﹤0.01%
7,250
+5,950
838
$85K ﹤0.01%
4,757
-44,184
839
$85K ﹤0.01%
+500
840
$84K ﹤0.01%
5,051
+3,551
841
$84K ﹤0.01%
6,275
+2,475
842
$84K ﹤0.01%
3,286
-3,109
843
$83K ﹤0.01%
2,070
+1,870
844
$83K ﹤0.01%
+900
845
$83K ﹤0.01%
7,005
+2,680
846
$83K ﹤0.01%
620
-4,868
847
$83K ﹤0.01%
2,203
848
$82K ﹤0.01%
2,000
-31,446
849
$82K ﹤0.01%
+3,135
850
$81K ﹤0.01%
2,798
+2,689
32 33
34
35 36