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 13.11%
4 Financials 8.04%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
0
1927
– –
0
1928
– –
0
1929
– –
-700
1930
– –
0
1931
– –
-1,458
1932
– –
0
1933
– –
-5,051
1934
– –
-1,887
1935
– –
-91
1936
– –
0
1937
– –
-400
1938
– –
-2,250
1939
– –
0
1940
– –
-4,144
1941
– –
-20
1942
– –
0
1943
– –
0
1944
– –
-176
1945
– –
0
1946
– –
0
1947
– –
0
1948
– –
0
1949
– –
-13,400
1950
– –
-4,300
76 77
78
79 80