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
1251
$23K ﹤0.01%
20
-39
1252
$22K ﹤0.01%
5,400
1253
$22K ﹤0.01%
9,434
+8,500
1254
$22K ﹤0.01%
534
-4,000
1255
$22K ﹤0.01%
5,018
+4,918
1256
$22K ﹤0.01%
+230
1257
$22K ﹤0.01%
45
-284
1258
$22K ﹤0.01%
200
-3,000
1259
$22K ﹤0.01%
5,623
+600
1260
$22K ﹤0.01%
2,000
1261
$22K ﹤0.01%
+1,000
1262
$22K ﹤0.01%
600
-7,930
1263
$22K ﹤0.01%
1,720
-1,980
1264
$22K ﹤0.01%
+1,100
1265
$22K ﹤0.01%
1,100
+1,000
1266
$22K ﹤0.01%
+4,430
1267
$22K ﹤0.01%
+170
1268
$22K ﹤0.01%
+2,599
1269
$21K ﹤0.01%
100
+50
1270
$21K ﹤0.01%
20
-1
1271
$21K ﹤0.01%
3,642
-400
1272
$21K ﹤0.01%
+210
1273
$21K ﹤0.01%
38
+28
1274
$21K ﹤0.01%
515
-1,322
1275
$21K ﹤0.01%
3,100
+2,000
49 50
51
52 53