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
1101
$36K ﹤0.01%
+900
1102
$36K ﹤0.01%
7,600
1103
$36K ﹤0.01%
4,565
-14,648
1104
$36K ﹤0.01%
+1,800
1105
$35K ﹤0.01%
+2,476
1106
$35K ﹤0.01%
+900
1107
$35K ﹤0.01%
+2,767
1108
$35K ﹤0.01%
+625
1109
$35K ﹤0.01%
1,901
-86,000
1110
$35K ﹤0.01%
+160
1111
$35K ﹤0.01%
2,600
-300
1112
$35K ﹤0.01%
1,800
+386
1113
$34K ﹤0.01%
800
+100
1114
$34K ﹤0.01%
+600
1115
$34K ﹤0.01%
+2,700
1116
$34K ﹤0.01%
500
-200
1117
$34K ﹤0.01%
733
1118
$34K ﹤0.01%
400
1119
$34K ﹤0.01%
1,250
+1,150
1120
$34K ﹤0.01%
784
+186
1121
$34K ﹤0.01%
7,299
-1,751
1122
$34K ﹤0.01%
2,651
-2,652
1123
$33K ﹤0.01%
+1,600
1124
$33K ﹤0.01%
+516
1125
$33K ﹤0.01%
+1,950
43 44
45
46 47