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 13.11%
4 Financials 8.04%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$5K ﹤0.01%
50
1552
$5K ﹤0.01%
150
-150
1553
$5K ﹤0.01%
12
-8
1554
$5K ﹤0.01%
+100
1555
$5K ﹤0.01%
400
-700
1556
$5K ﹤0.01%
+170
1557
$5K ﹤0.01%
280
-1,020
1558
$5K ﹤0.01%
+200
1559
$5K ﹤0.01%
150
-1,474
1560
$5K ﹤0.01%
470
+320
1561
$5K ﹤0.01%
+100
1562
$5K ﹤0.01%
113
1563
$5K ﹤0.01%
160
-40
1564
$5K ﹤0.01%
784
1565
$5K ﹤0.01%
+100
1566
$5K ﹤0.01%
+125
1567
$5K ﹤0.01%
1,800
-4,600
1568
$5K ﹤0.01%
+889
1569
$5K ﹤0.01%
+1,000
1570
$5K ﹤0.01%
+600
1571
$5K ﹤0.01%
+2,000
1572
$5K ﹤0.01%
2,091
+320
1573
$5K ﹤0.01%
+106
1574
$5K ﹤0.01%
+1,745
1575
$5K ﹤0.01%
1,200
61 62
63
64 65