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
1476
$9K ﹤0.01%
+63
1477
$9K ﹤0.01%
110
+100
1478
$9K ﹤0.01%
100
-100
1479
$9K ﹤0.01%
4,800
+4,500
1480
$9K ﹤0.01%
562
-9,090
1481
$9K ﹤0.01%
+1,000
1482
$9K ﹤0.01%
+2,114
1483
$9K ﹤0.01%
1,650
+900
1484
$9K ﹤0.01%
500
-100
1485
$9K ﹤0.01%
642
-2,600
1486
$9K ﹤0.01%
+110
1487
$8K ﹤0.01%
+480
1488
$8K ﹤0.01%
100
-6
1489
$8K ﹤0.01%
80
-200
1490
$8K ﹤0.01%
+100
1491
$8K ﹤0.01%
310
1492
$8K ﹤0.01%
15
-5
1493
$8K ﹤0.01%
200
-300
1494
$8K ﹤0.01%
400
+300
1495
$8K ﹤0.01%
5,500
+400
1496
$8K ﹤0.01%
64
1497
$8K ﹤0.01%
+200
1498
$8K ﹤0.01%
200
-1,938
1499
$8K ﹤0.01%
800
1500
$8K ﹤0.01%
300
+100
58 59
60
61 62