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
1201
$26K ﹤0.01%
5,669
+4,989
1202
$26K ﹤0.01%
497
-303
1203
$26K ﹤0.01%
+1,300
1204
$26K ﹤0.01%
4,203
+764
1205
$26K ﹤0.01%
300
1206
$26K ﹤0.01%
4,400
+2,500
1207
$26K ﹤0.01%
+1,357
1208
$26K ﹤0.01%
+600
1209
$26K ﹤0.01%
+400
1210
$26K ﹤0.01%
121
-53
1211
$26K ﹤0.01%
1,217
+100
1212
$25K ﹤0.01%
717
-5,100
1213
$25K ﹤0.01%
351
+117
1214
$25K ﹤0.01%
6,000
+1,200
1215
$25K ﹤0.01%
110
-1,424
1216
$25K ﹤0.01%
200
1217
$25K ﹤0.01%
+700
1218
$25K ﹤0.01%
6,900
+5,900
1219
$25K ﹤0.01%
+1,650
1220
$25K ﹤0.01%
1,000
-2,086
1221
$25K ﹤0.01%
1,500
+1,100
1222
$25K ﹤0.01%
+1,800
1223
$24K ﹤0.01%
9
-26
1224
$24K ﹤0.01%
1,298
-5,255
1225
$24K ﹤0.01%
2,700
+1,200
47 48
49
50 51