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
176
$1.44M 0.07%
22,151
-30,054
177
$1.43M 0.07%
6,892
-800
178
$1.42M 0.07%
25,723
+19,300
179
$1.41M 0.07%
+50,500
180
$1.41M 0.07%
39,001
-19,350
181
$1.41M 0.07%
6,492
-3,955
182
$1.4M 0.07%
6,756
+900
183
$1.4M 0.07%
13,593
-3,409
184
$1.38M 0.07%
20,187
+12,250
185
$1.37M 0.07%
33,985
+19,600
186
$1.33M 0.06%
10,098
-24,581
187
$1.33M 0.06%
35,839
-203,385
188
$1.33M 0.06%
6,500
+4,700
189
$1.31M 0.06%
5,071
+1,382
190
$1.3M 0.06%
+82,808
191
$1.3M 0.06%
777
-100
192
$1.28M 0.06%
+1,600
193
$1.28M 0.06%
27,386
+6,607
194
$1.25M 0.06%
54,048
+39,513
195
$1.25M 0.06%
31,853
-12,894
196
$1.24M 0.06%
34,146
+30,580
197
$1.23M 0.06%
11,060
-7,801
198
$1.21M 0.06%
38,147
+6,012
199
$1.2M 0.06%
5,904
+5,000
200
$1.19M 0.06%
72,665
-46,782
6 7
8
9 10