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
1001
$52K ﹤0.01%
+1,200
1002
$51K ﹤0.01%
727
1003
$51K ﹤0.01%
+700
1004
$51K ﹤0.01%
+3,192
1005
$51K ﹤0.01%
2,100
-3,400
1006
$51K ﹤0.01%
+1,926
1007
$50K ﹤0.01%
600
-1,810
1008
$49K ﹤0.01%
2,287
+1,787
1009
$49K ﹤0.01%
+1,703
1010
$49K ﹤0.01%
521
+175
1011
$49K ﹤0.01%
+4,700
1012
$49K ﹤0.01%
5,022
-4,220
1013
$49K ﹤0.01%
+678
1014
$49K ﹤0.01%
+902
1015
$49K ﹤0.01%
1,416
+200
1016
$49K ﹤0.01%
1,600
+1,300
1017
$48K ﹤0.01%
+279
1018
$48K ﹤0.01%
200
1019
$48K ﹤0.01%
5,000
+4,000
1020
$48K ﹤0.01%
2,861
-18,155
1021
$48K ﹤0.01%
374
-648
1022
$47K ﹤0.01%
1,400
+200
1023
$47K ﹤0.01%
+446
1024
$47K ﹤0.01%
7,132
-37,748
1025
$47K ﹤0.01%
1,441
+1,321
39 40
41
42 43