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
1276
$21K ﹤0.01%
400
1277
$21K ﹤0.01%
182
-158
1278
$21K ﹤0.01%
1,601
-14,148
1279
$21K ﹤0.01%
1,501
-1,193
1280
$21K ﹤0.01%
1,244
-295
1281
$21K ﹤0.01%
+1,500
1282
$21K ﹤0.01%
+2,000
1283
$20K ﹤0.01%
1,200
+1,055
1284
$20K ﹤0.01%
238
-100
1285
$20K ﹤0.01%
800
+716
1286
$20K ﹤0.01%
+200
1287
$20K ﹤0.01%
+2,250
1288
$20K ﹤0.01%
464
-3,037
1289
$20K ﹤0.01%
+800
1290
$20K ﹤0.01%
+800
1291
$20K ﹤0.01%
+700
1292
$20K ﹤0.01%
1,050
-4,600
1293
$20K ﹤0.01%
1,125
1294
$19K ﹤0.01%
+1,300
1295
$19K ﹤0.01%
80
+30
1296
$19K ﹤0.01%
1,029
+929
1297
$19K ﹤0.01%
200
+101
1298
$19K ﹤0.01%
+9,920
1299
$19K ﹤0.01%
+2,240
1300
$19K ﹤0.01%
1,100
-1,782
50 51
52
53 54