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
1726
$1K ﹤0.01%
+300
1727
$1K ﹤0.01%
+100
1728
$1K ﹤0.01%
600
+500
1729
$1K ﹤0.01%
300
1730
– –
-6
1731
– –
-1,238
1732
– –
-1,147
1733
– –
-200
1734
– –
-7,026
1735
– –
0
1736
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0
1737
– –
-9
1738
– –
0
1739
– –
0
1740
– –
-2,112
1741
– –
-4,384
1742
– –
-1,700
1743
– –
-100
1744
– –
0
1745
– –
-10,122
1746
– –
0
1747
– –
-150
1748
– –
-700
1749
– –
-200
1750
– –
-656
68 69
70
71 72