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
1051
$43K ﹤0.01%
4,576
+2,047
1052
$42K ﹤0.01%
+2,100
1053
$42K ﹤0.01%
3,176
-6,574
1054
$42K ﹤0.01%
1,199
-1
1055
$42K ﹤0.01%
6,210
+5,476
1056
$41K ﹤0.01%
120
-2,025
1057
$41K ﹤0.01%
1,400
+1,335
1058
$41K ﹤0.01%
4,100
+100
1059
$41K ﹤0.01%
+900
1060
$41K ﹤0.01%
1,082
-218
1061
$41K ﹤0.01%
+779
1062
$40K ﹤0.01%
+4,137
1063
$40K ﹤0.01%
300
-4,400
1064
$40K ﹤0.01%
300
-1,200
1065
$40K ﹤0.01%
+4,900
1066
$40K ﹤0.01%
640
+570
1067
$40K ﹤0.01%
2,928
-1,052
1068
$40K ﹤0.01%
600
-400
1069
$40K ﹤0.01%
1,510
-2,394
1070
$40K ﹤0.01%
3,080
+2,400
1071
$39K ﹤0.01%
400
-100
1072
$39K ﹤0.01%
+300
1073
$39K ﹤0.01%
114
+51
1074
$39K ﹤0.01%
1,000
+800
1075
$39K ﹤0.01%
+499
41 42
43
44 45