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
2026
– –
-2
2027
– –
-300
2028
– –
-492
2029
– –
0
2030
– –
-7,027
2031
– –
0
2032
– –
0
2033
– –
0
2034
– –
0
2035
– –
0
2036
– –
-900
2037
– –
0
2038
– –
0
2039
– –
-4,800
2040
– –
-388
2041
– –
-5,200
2042
– –
-3
2043
– –
0
2044
– –
-2,400
2045
– –
-907
2046
– –
0
2047
– –
0
2048
– –
0
2049
– –
-6,686
2050
– –
-6,657
80 81
82
83 84