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
851
$80K ﹤0.01%
1,234
-672
852
$80K ﹤0.01%
13,369
-44,538
853
$80K ﹤0.01%
10,168
-3,793
854
$80K ﹤0.01%
5,809
-69
855
$80K ﹤0.01%
6,728
-26,940
856
$79K ﹤0.01%
3,873
-6,904
857
$79K ﹤0.01%
3,067
-1,688
858
$79K ﹤0.01%
12,149
+3,345
859
$79K ﹤0.01%
+924
860
$79K ﹤0.01%
1,000
-100
861
$79K ﹤0.01%
5,881
-908
862
$79K ﹤0.01%
6,173
-19,160
863
$78K ﹤0.01%
745
-4,355
864
$78K ﹤0.01%
4,000
+3,500
865
$78K ﹤0.01%
4,997
-1,487
866
$78K ﹤0.01%
6,987
+5,056
867
$78K ﹤0.01%
3,000
868
$78K ﹤0.01%
5,100
-500
869
$77K ﹤0.01%
+2,000
870
$77K ﹤0.01%
570
-898
871
$75K ﹤0.01%
1,734
-3,484
872
$75K ﹤0.01%
+699
873
$75K ﹤0.01%
+800
874
$75K ﹤0.01%
2,208
-12,907
875
$74K ﹤0.01%
5,200
+300
33 34
35
36 37