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
76
$3.66M 0.17%
34,193
+29,979
77
$3.66M 0.17%
59,356
-100,387
78
$3.65M 0.17%
163,227
+49,802
79
$3.57M 0.17%
273,280
+272,840
80
$3.55M 0.17%
84,116
-145,357
81
$3.55M 0.17%
+25,590
82
$3.53M 0.17%
88,531
+65,621
83
$3.36M 0.16%
+67,535
84
$3.32M 0.16%
21,889
-105,481
85
$3.23M 0.15%
47,865
+33,765
86
$3.21M 0.15%
+23,476
87
$3.19M 0.15%
42,771
+24,960
88
$3.17M 0.15%
110,031
+22,502
89
$3.06M 0.15%
+126,353
90
$3.03M 0.14%
100,707
+14,552
91
$3.02M 0.14%
14,103
+400
92
$3M 0.14%
23,632
-24,590
93
$3M 0.14%
43,176
+10,542
94
$2.97M 0.14%
47,960
+39,761
95
$2.93M 0.14%
41,405
+26,905
96
$2.87M 0.14%
47,867
+11,354
97
$2.81M 0.13%
7,839
-10,227
98
$2.8M 0.13%
32,428
-308
99
$2.77M 0.13%
18,966
+15,266
100
$2.74M 0.13%
+44,513
2 3
4
5 6