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
1976
– –
0
1977
– –
0
1978
– –
-800
1979
– –
-4,708
1980
– –
-92,900
1981
– –
-3,562
1982
– –
0
1983
– –
-2,600
1984
– –
0
1985
– –
0
1986
$0 ﹤0.01%
+13
1987
– –
0
1988
– –
-400
1989
– –
-100
1990
– –
-3,609
1991
– –
0
1992
– –
-3
1993
– –
0
1994
– –
0
1995
– –
-2,461
1996
– –
0
1997
– –
0
1998
– –
-18,494
1999
– –
-2
2000
– –
0
78 79
80
81 82