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
876
$74K ﹤0.01%
5,982
+1,300
877
$74K ﹤0.01%
+231
878
$73K ﹤0.01%
1,100
+600
879
$73K ﹤0.01%
5,300
+2,400
880
$73K ﹤0.01%
+900
881
$73K ﹤0.01%
+512
882
$73K ﹤0.01%
7,000
883
$73K ﹤0.01%
6,516
+6,435
884
$73K ﹤0.01%
2,400
-100
885
$73K ﹤0.01%
1,000
-100
886
$72K ﹤0.01%
4,663
+4,239
887
$72K ﹤0.01%
344
-87,081
888
$72K ﹤0.01%
6,484
-1,656
889
$71K ﹤0.01%
6,959
-1,166
890
$71K ﹤0.01%
865
+815
891
$70K ﹤0.01%
9,238
+3,350
892
$70K ﹤0.01%
7,022
+1,790
893
$70K ﹤0.01%
1,482
+1,000
894
$70K ﹤0.01%
+400
895
$69K ﹤0.01%
1,800
+1,436
896
$69K ﹤0.01%
10,000
+7,300
897
$69K ﹤0.01%
1,389
-1,779
898
$69K ﹤0.01%
+1,134
899
$69K ﹤0.01%
742
+188
900
$69K ﹤0.01%
+1,600
34 35
36
37 38