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 13.11%
4 Financials 8.04%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$13K ﹤0.01%
736
-6,600
1402
$13K ﹤0.01%
+840
1403
$13K ﹤0.01%
109
-1,200
1404
$12K ﹤0.01%
+300
1405
$12K ﹤0.01%
5,477
+5,454
1406
$12K ﹤0.01%
3,840
1407
$12K ﹤0.01%
895
-4,645
1408
$12K ﹤0.01%
+50
1409
$12K ﹤0.01%
11
-15
1410
$12K ﹤0.01%
+100
1411
$12K ﹤0.01%
242
-1,107
1412
$12K ﹤0.01%
+400
1413
$12K ﹤0.01%
+590
1414
$12K ﹤0.01%
200
-4,500
1415
$12K ﹤0.01%
+386
1416
$12K ﹤0.01%
631
1417
$12K ﹤0.01%
267
1418
$12K ﹤0.01%
2,333
+933
1419
$12K ﹤0.01%
669
-1,000
1420
$12K ﹤0.01%
151
-2,052
1421
$12K ﹤0.01%
408
+100
1422
$12K ﹤0.01%
500
-2,700
1423
$12K ﹤0.01%
+220
1424
$12K ﹤0.01%
+289
1425
$11K ﹤0.01%
3,100
-900
55 56
57
58 59