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
901
$69K ﹤0.01%
433
-93
902
$68K ﹤0.01%
6,095
+4,907
903
$68K ﹤0.01%
10,875
+9,461
904
$67K ﹤0.01%
4,211
-1,897
905
$67K ﹤0.01%
2,200
-9,748
906
$67K ﹤0.01%
+2,285
907
$67K ﹤0.01%
3,828
-2,177
908
$67K ﹤0.01%
5,500
+4,700
909
$67K ﹤0.01%
+8,126
910
$67K ﹤0.01%
+1,000
911
$66K ﹤0.01%
+100
912
$66K ﹤0.01%
1,122
-2,640
913
$66K ﹤0.01%
10,781
-26,623
914
$66K ﹤0.01%
2,340
+2,240
915
$66K ﹤0.01%
2,080
-3,120
916
$65K ﹤0.01%
+300
917
$64K ﹤0.01%
2,300
+2,000
918
$64K ﹤0.01%
+1,249
919
$64K ﹤0.01%
2,344
-1,500
920
$63K ﹤0.01%
1,892
-1,800
921
$63K ﹤0.01%
2,740
+1,710
922
$62K ﹤0.01%
15,560
+4,860
923
$62K ﹤0.01%
+1,500
924
$62K ﹤0.01%
+5,240
925
$62K ﹤0.01%
1,213
-1,900
35 36
37
38 39