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
1076
$39K ﹤0.01%
+1,022
1077
$39K ﹤0.01%
+500
1078
$39K ﹤0.01%
+499
1079
$38K ﹤0.01%
+2,700
1080
$38K ﹤0.01%
3,800
-12,915
1081
$38K ﹤0.01%
641
-2,300
1082
$38K ﹤0.01%
1,500
+1,400
1083
$38K ﹤0.01%
+1,100
1084
$38K ﹤0.01%
786
-2,300
1085
$38K ﹤0.01%
+3,232
1086
$38K ﹤0.01%
1,588
+500
1087
$38K ﹤0.01%
703
+603
1088
$37K ﹤0.01%
720
+530
1089
$37K ﹤0.01%
922
+820
1090
$37K ﹤0.01%
2,200
+1,200
1091
$37K ﹤0.01%
4,216
+627
1092
$37K ﹤0.01%
+100
1093
$37K ﹤0.01%
4,576
+4,076
1094
$36K ﹤0.01%
+2,907
1095
$36K ﹤0.01%
+1,200
1096
$36K ﹤0.01%
+683
1097
$36K ﹤0.01%
831
+468
1098
$36K ﹤0.01%
2,000
+1,560
1099
$36K ﹤0.01%
1,497
-24
1100
$36K ﹤0.01%
+2,800
42 43
44
45 46