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
1976
– –
-5,100
1977
– –
-500
1978
– –
-8
1979
– –
0
1980
– –
-1,440
1981
– –
-8
1982
– –
0
1983
– –
-118
1984
– –
-22
1985
– –
-400
1986
– –
0
1987
– –
-84
1988
– –
0
1989
– –
0
1990
– –
-649
1991
– –
-200
1992
– –
-4,520
1993
– –
0
1994
– –
0
1995
– –
0
1996
– –
0
1997
– –
0
1998
$0 ﹤0.01%
16
1999
– –
0
2000
– –
-400
78 79
80
81 82