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
1351
$16K ﹤0.01%
+300
1352
$16K ﹤0.01%
+3,100
1353
$15K ﹤0.01%
553
-7,091
1354
$15K ﹤0.01%
400
+200
1355
$15K ﹤0.01%
411
+311
1356
$15K ﹤0.01%
+676
1357
$15K ﹤0.01%
1,155
-9,694
1358
$15K ﹤0.01%
353
-1,500
1359
$15K ﹤0.01%
+200
1360
$15K ﹤0.01%
+300
1361
$15K ﹤0.01%
43
-257
1362
$15K ﹤0.01%
+2
1363
$15K ﹤0.01%
500
-4,892
1364
$14K ﹤0.01%
281
-806
1365
$14K ﹤0.01%
+1,000
1366
$14K ﹤0.01%
+266
1367
$14K ﹤0.01%
1,800
-1,467
1368
$14K ﹤0.01%
581
-1,924
1369
$14K ﹤0.01%
53
-27
1370
$14K ﹤0.01%
2,200
-2,600
1371
$14K ﹤0.01%
988
-5,108
1372
$14K ﹤0.01%
251
+50
1373
$14K ﹤0.01%
+378
1374
$14K ﹤0.01%
404
+400
1375
$14K ﹤0.01%
953
+753
53 54
55
56 57