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
1176
$28K ﹤0.01%
699
-2,400
1177
$28K ﹤0.01%
3,924
-14,000
1178
$28K ﹤0.01%
887
+687
1179
$28K ﹤0.01%
5,200
+4,200
1180
$28K ﹤0.01%
331
-2,782
1181
$28K ﹤0.01%
6,800
+4,300
1182
$28K ﹤0.01%
+500
1183
$28K ﹤0.01%
139
+105
1184
$28K ﹤0.01%
800
+300
1185
$28K ﹤0.01%
+1,800
1186
$28K ﹤0.01%
11,665
+11,274
1187
$28K ﹤0.01%
1,940
+1,907
1188
$27K ﹤0.01%
2,440
-940
1189
$27K ﹤0.01%
+123
1190
$27K ﹤0.01%
+310
1191
$27K ﹤0.01%
+1,300
1192
$27K ﹤0.01%
+3,357
1193
$27K ﹤0.01%
1,300
-1,100
1194
$27K ﹤0.01%
107
1195
$27K ﹤0.01%
195
+110
1196
$27K ﹤0.01%
+900
1197
$27K ﹤0.01%
3,270
+2,470
1198
$27K ﹤0.01%
3,384
-2,400
1199
$27K ﹤0.01%
+766
1200
$27K ﹤0.01%
39,848
-13,531
46 47
48
49 50