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
1926
– –
0
1927
– –
-441
1928
– –
-3,500
1929
$0 ﹤0.01%
5
1930
– –
0
1931
– –
0
1932
– –
0
1933
– –
0
1934
$0 ﹤0.01%
6
-2,880
1935
– –
-100
1936
– –
0
1937
– –
0
1938
– –
0
1939
– –
-1,358
1940
– –
0
1941
– –
0
1942
– –
0
1943
– –
-1,801
1944
– –
0
1945
– –
0
1946
$0 ﹤0.01%
60
-1,340
1947
– –
0
1948
– –
0
1949
– –
0
1950
– –
0
76 77
78
79 80