CG

Cutler Group Portfolio holdings

AUM $198M
1-Year Est. Return 45.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.11%
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
+$27.8M
2
+$19.3M
3
+$16.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15M
5
DIS icon
Walt Disney
DIS
+$14.5M

Top Sells

1
+$23.4M
2
+$21.2M
3
+$17.3M
4
CRWD icon
CrowdStrike
CRWD
+$13.6M
5
PTON icon
Peloton Interactive
PTON
+$12.8M

Sector Composition

1 Consumer Discretionary 20.91%
2 Technology 19.17%
3 Communication Services 13.11%
4 Financials 8.04%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$58K ﹤0.01%
530
+480
952
$58K ﹤0.01%
1,000
+300
953
$58K ﹤0.01%
3,000
-1,234
954
$58K ﹤0.01%
613
-3,800
955
$58K ﹤0.01%
2,404
+2,400
956
$58K ﹤0.01%
2,939
-5,783
957
$58K ﹤0.01%
+4,002
958
$58K ﹤0.01%
+3,697
959
$58K ﹤0.01%
+6,400
960
$58K ﹤0.01%
2,278
+592
961
$57K ﹤0.01%
+751
962
$57K ﹤0.01%
1,284
+902
963
$57K ﹤0.01%
+1,300
964
$57K ﹤0.01%
+3,900
965
$57K ﹤0.01%
+2,520
966
$57K ﹤0.01%
3,410
-2,127
967
$57K ﹤0.01%
+1,102
968
$57K ﹤0.01%
+250
969
$57K ﹤0.01%
5,383
+1,700
970
$57K ﹤0.01%
7,347
+894
971
$56K ﹤0.01%
+32
972
$56K ﹤0.01%
+411
973
$56K ﹤0.01%
1,894
-1,345
974
$56K ﹤0.01%
+3,645
975
$55K ﹤0.01%
+774
37 38
39
40 41