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
1651
$2K ﹤0.01%
50
-1,526
1652
$2K ﹤0.01%
+100
1653
$2K ﹤0.01%
118
-1,923
1654
$2K ﹤0.01%
300
-957
1655
$2K ﹤0.01%
73
1656
$2K ﹤0.01%
1,100
-1,900
1657
$2K ﹤0.01%
+600
1658
$2K ﹤0.01%
181
-7,611
1659
$2K ﹤0.01%
+291
1660
$2K ﹤0.01%
65
-340
1661
$2K ﹤0.01%
39
-200
1662
$2K ﹤0.01%
96
+20
1663
$2K ﹤0.01%
324
+60
1664
$2K ﹤0.01%
+47
1665
$2K ﹤0.01%
100
1666
$2K ﹤0.01%
+100
1667
$2K ﹤0.01%
200
-100
1668
$2K ﹤0.01%
47
-4,115
1669
$2K ﹤0.01%
63
-1,470
1670
$2K ﹤0.01%
+100
1671
$2K ﹤0.01%
306
-494
1672
$2K ﹤0.01%
114
-3,443
1673
$2K ﹤0.01%
+97
1674
$2K ﹤0.01%
700
-11,300
1675
$2K ﹤0.01%
500
-3,600
65 66
67
68 69