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
1626
$3K ﹤0.01%
362
-338
1627
$3K ﹤0.01%
200
+100
1628
$3K ﹤0.01%
2,360
+1,987
1629
$3K ﹤0.01%
26
-2
1630
$3K ﹤0.01%
542
-500
1631
$3K ﹤0.01%
190
1632
$3K ﹤0.01%
585
-1,600
1633
$3K ﹤0.01%
1,000
+600
1634
$3K ﹤0.01%
1,070
-1,700
1635
$3K ﹤0.01%
100
-780
1636
$3K ﹤0.01%
+250
1637
$2K ﹤0.01%
+600
1638
$2K ﹤0.01%
63
-1,470
1639
$2K ﹤0.01%
+100
1640
$2K ﹤0.01%
300
-957
1641
$2K ﹤0.01%
500
-2,600
1642
$2K ﹤0.01%
26
1643
$2K ﹤0.01%
+400
1644
$2K ﹤0.01%
39
-200
1645
$2K ﹤0.01%
956
+200
1646
$2K ﹤0.01%
324
+60
1647
$2K ﹤0.01%
+47
1648
$2K ﹤0.01%
100
1649
$2K ﹤0.01%
+100
1650
$2K ﹤0.01%
11
-3,456
64 65
66
67 68