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
1326
$17K ﹤0.01%
+400
1327
$17K ﹤0.01%
+400
1328
$17K ﹤0.01%
626
-14,200
1329
$17K ﹤0.01%
+200
1330
$17K ﹤0.01%
765
1331
$17K ﹤0.01%
+95
1332
$17K ﹤0.01%
+400
1333
$17K ﹤0.01%
+100
1334
$17K ﹤0.01%
365
-690
1335
$17K ﹤0.01%
600
1336
$17K ﹤0.01%
+1,432
1337
$17K ﹤0.01%
+1,000
1338
$16K ﹤0.01%
400
-55
1339
$16K ﹤0.01%
1,322
1340
$16K ﹤0.01%
600
-400
1341
$16K ﹤0.01%
+1,100
1342
$16K ﹤0.01%
+623
1343
$16K ﹤0.01%
+900
1344
$16K ﹤0.01%
+300
1345
$16K ﹤0.01%
1,800
+1,300
1346
$16K ﹤0.01%
234
+210
1347
$16K ﹤0.01%
+2,850
1348
$16K ﹤0.01%
19
-6
1349
$16K ﹤0.01%
900
1350
$16K ﹤0.01%
+773
52 53
54
55 56