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
1451
$10K ﹤0.01%
+500
1452
$10K ﹤0.01%
1,600
-1,698
1453
$10K ﹤0.01%
7,199
1454
$10K ﹤0.01%
+650
1455
$10K ﹤0.01%
130
-714
1456
$10K ﹤0.01%
2,200
-100
1457
$10K ﹤0.01%
26
1458
$10K ﹤0.01%
+500
1459
$10K ﹤0.01%
+200
1460
$10K ﹤0.01%
600
1461
$10K ﹤0.01%
627
-520
1462
$10K ﹤0.01%
10
+4
1463
$10K ﹤0.01%
+300
1464
$10K ﹤0.01%
700
-2,600
1465
$10K ﹤0.01%
704
+204
1466
$10K ﹤0.01%
2,400
-4,600
1467
$10K ﹤0.01%
600
-300
1468
$9K ﹤0.01%
332
-6,050
1469
$9K ﹤0.01%
63
1470
$9K ﹤0.01%
1,550
-12,650
1471
$9K ﹤0.01%
700
-2,661
1472
$9K ﹤0.01%
598
+348
1473
$9K ﹤0.01%
200
1474
$9K ﹤0.01%
280
-1,120
1475
$9K ﹤0.01%
400
-1,800
57 58
59
60 61