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
1951
– –
0
1952
$0 ﹤0.01%
100
-5,000
1953
– –
0
1954
– –
0
1955
– –
-800
1956
– –
-9,416
1957
– –
-92,900
1958
– –
-3,562
1959
– –
-5,499
1960
– –
0
1961
– –
-2,600
1962
– –
0
1963
– –
-18,494
1964
– –
-2
1965
– –
0
1966
– –
-600
1967
– –
-3,350
1968
– –
-515
1969
– –
-100
1970
– –
0
1971
– –
-10,042
1972
– –
0
1973
– –
-1,500
1974
– –
0
1975
– –
0
77 78
79
80 81