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
1126
$33K ﹤0.01%
+516
1127
$33K ﹤0.01%
+1,950
1128
$33K ﹤0.01%
+1,600
1129
$32K ﹤0.01%
1,500
-741
1130
$32K ﹤0.01%
+3,400
1131
$32K ﹤0.01%
3,900
-4,600
1132
$32K ﹤0.01%
+2,600
1133
$32K ﹤0.01%
+858
1134
$32K ﹤0.01%
4,700
+290
1135
$32K ﹤0.01%
600
+200
1136
$32K ﹤0.01%
+2,075
1137
$32K ﹤0.01%
+900
1138
$31K ﹤0.01%
+6,387
1139
$31K ﹤0.01%
+500
1140
$31K ﹤0.01%
516
-413
1141
$31K ﹤0.01%
300
+100
1142
$31K ﹤0.01%
886
+766
1143
$31K ﹤0.01%
200
+100
1144
$31K ﹤0.01%
1,236
-4,448
1145
$31K ﹤0.01%
600
1146
$30K ﹤0.01%
210
-5,032
1147
$30K ﹤0.01%
398
-641
1148
$30K ﹤0.01%
+4,310
1149
$30K ﹤0.01%
+6,600
1150
$30K ﹤0.01%
286
+178
44 45
46
47 48