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
1526
$6K ﹤0.01%
35
-141
1527
$6K ﹤0.01%
99
-2,429
1528
$6K ﹤0.01%
+765
1529
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+400
1530
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+399
1531
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+200
1532
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+300
1533
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610
+490
1534
$6K ﹤0.01%
+7
1535
$6K ﹤0.01%
+225
1536
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+340
1537
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250
-438
1538
$6K ﹤0.01%
+100
1539
$6K ﹤0.01%
+400
1540
$6K ﹤0.01%
+160
1541
$6K ﹤0.01%
+200
1542
$6K ﹤0.01%
+160
1543
$6K ﹤0.01%
763
-9,254
1544
$6K ﹤0.01%
293
+273
1545
$6K ﹤0.01%
31
-58
1546
$6K ﹤0.01%
166
-320
1547
$6K ﹤0.01%
+200
1548
$6K ﹤0.01%
100
1549
$6K ﹤0.01%
1,160
-680
1550
$5K ﹤0.01%
400
-700
60 61
62
63 64