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
1126
$33K ﹤0.01%
1,950
-400
1127
$33K ﹤0.01%
2,409
+2,300
1128
$33K ﹤0.01%
13,900
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%
+900
1133
$32K ﹤0.01%
+2,075
1134
$32K ﹤0.01%
+2,600
1135
$32K ﹤0.01%
4,700
+290
1136
$32K ﹤0.01%
+858
1137
$32K ﹤0.01%
600
+200
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