CG
Cutler Group Portfolio holdings
AUM
$198M
1-Year Return
27.33%
This Quarter Return
+17.09%
1 Year Return
+27.33%
3 Year Return
+39.6%
5 Year Return
+161.34%
10 Year Return
–
AUM
$1.24B
AUM Growth
+$283M
(+30%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
9.96%
Top 10 Holdings %
Top 10 Hldgs %
21.54%
Holding
2,657
New
492
Increased
617
Reduced
562
Closed
424
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$29.8M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$21.6M |
| 3 |
Walt Disney
DIS
|
+$18.2M |
| 4 |
Meta Platforms (Facebook)
META
|
+$16.5M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$15.8M |
Top Sells
| 1 |
Tesla
TSLA
|
+$29.3M |
| 2 |
Apple
AAPL
|
+$25.8M |
| 3 |
CrowdStrike
CRWD
|
+$18.2M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$17.8M |
| 5 |
Peloton Interactive
PTON
|
+$16M |
Sector Composition
| 1 | Consumer Discretionary | 20.95% |
| 2 | Technology | 19.17% |
| 3 | Communication Services | 13.1% |
| 4 | Financials | 7.99% |
| 5 | Healthcare | 4.63% |
