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
926
$62K ﹤0.01%
4,583
-14,600
927
$62K ﹤0.01%
+1,925
928
$61K ﹤0.01%
390
+290
929
$61K ﹤0.01%
384
-16
930
$61K ﹤0.01%
+1,794
931
$61K ﹤0.01%
4,455
-6,233
932
$61K ﹤0.01%
6,000
-5,300
933
$60K ﹤0.01%
2,300
+2,260
934
$60K ﹤0.01%
+1,455
935
$60K ﹤0.01%
2,000
+1,600
936
$60K ﹤0.01%
2,241
-19,173
937
$60K ﹤0.01%
600
+100
938
$60K ﹤0.01%
1,860
+676
939
$60K ﹤0.01%
+2,599
940
$60K ﹤0.01%
874
-6,212
941
$60K ﹤0.01%
+2,496
942
$59K ﹤0.01%
2,990
+1,090
943
$59K ﹤0.01%
788
-700
944
$59K ﹤0.01%
743
+322
945
$59K ﹤0.01%
2,500
-11,500
946
$59K ﹤0.01%
5,600
-8,230
947
$59K ﹤0.01%
+1,050
948
$59K ﹤0.01%
54
+45
949
$59K ﹤0.01%
3,771
+1,960
950
$59K ﹤0.01%
+361
36 37
38
39 40