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
1526
$6K ﹤0.01%
+765
1527
$6K ﹤0.01%
+100
1528
$6K ﹤0.01%
+400
1529
$6K ﹤0.01%
+399
1530
$6K ﹤0.01%
+300
1531
$6K ﹤0.01%
610
+490
1532
$6K ﹤0.01%
+200
1533
$6K ﹤0.01%
+7
1534
$6K ﹤0.01%
+225
1535
$6K ﹤0.01%
+340
1536
$6K ﹤0.01%
250
-438
1537
$6K ﹤0.01%
+100
1538
$6K ﹤0.01%
+400
1539
$6K ﹤0.01%
+160
1540
$6K ﹤0.01%
+200
1541
$6K ﹤0.01%
+160
1542
$6K ﹤0.01%
763
-9,254
1543
$6K ﹤0.01%
293
+273
1544
$6K ﹤0.01%
31
-58
1545
$6K ﹤0.01%
166
-320
1546
$6K ﹤0.01%
+200
1547
$6K ﹤0.01%
100
1548
$6K ﹤0.01%
1,160
-680
1549
$6K ﹤0.01%
247
1550
$5K ﹤0.01%
+100
60 61
62
63 64