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
1851
– –
0
1852
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-4,596
1853
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0
1854
$0 ﹤0.01%
+200
1855
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1856
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-431
1857
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0
1858
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-737
1859
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-3,700
1860
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-2,496
1861
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-600
1862
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-23,880
1863
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0
1864
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-8
1865
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-1,400
1866
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0
1867
– –
-1,000
1868
– –
-2,678
1869
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-5,268
1870
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0
1871
– –
-2,200
1872
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-300
1873
– –
0
1874
– –
-4,235
1875
– –
-1,857
73 74
75
76 77