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 13.1%
4 Financials 8.04%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$11K ﹤0.01%
100
-6,000
1427
$11K ﹤0.01%
3,100
-900
1428
$11K ﹤0.01%
289
-528
1429
$11K ﹤0.01%
+400
1430
$11K ﹤0.01%
100
-6,115
1431
$11K ﹤0.01%
208
-19,782
1432
$11K ﹤0.01%
400
-1,000
1433
$11K ﹤0.01%
700
1434
$11K ﹤0.01%
+84
1435
$11K ﹤0.01%
+332
1436
$11K ﹤0.01%
349
+319
1437
$11K ﹤0.01%
+300
1438
$11K ﹤0.01%
+100
1439
$11K ﹤0.01%
58
-1
1440
$11K ﹤0.01%
600
-20,954
1441
$11K ﹤0.01%
1,900
+192
1442
$10K ﹤0.01%
100
-2,821
1443
$10K ﹤0.01%
+500
1444
$10K ﹤0.01%
300
+269
1445
$10K ﹤0.01%
101
-1,100
1446
$10K ﹤0.01%
4,540
1447
$10K ﹤0.01%
1,850
-450
1448
$10K ﹤0.01%
68
1449
$10K ﹤0.01%
600
-500
1450
$10K ﹤0.01%
+300
56 57
58
59 60