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
$953M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,533
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$27.1M
3
+$14.8M
4
PTON icon
Peloton Interactive
PTON
+$8.91M
5
CRM icon
Salesforce
CRM
+$8.08M

Top Sells

1
+$97.5M
2
+$27M
3
+$20.8M
4
DIS icon
Walt Disney
DIS
+$18M
5
QLD icon
ProShares Ultra QQQ
QLD
+$15.2M

Sector Composition

1 Consumer Discretionary 24.42%
2 Technology 23.3%
3 Communication Services 7.81%
4 Financials 6.02%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$331K 0.02%
3,400
+3,240
377
$328K 0.02%
8,199
-760
378
$328K 0.02%
5,824
-546
379
$325K 0.02%
+1,800
380
$324K 0.02%
30,824
+25,987
381
$322K 0.02%
+2,300
382
$321K 0.02%
6,423
+4,523
383
$320K 0.02%
15,083
+9,583
384
$317K 0.02%
2,921
+100
385
$317K 0.02%
+3,990
386
$316K 0.02%
20,816
+4,749
387
$316K 0.02%
+14,826
388
$313K 0.02%
5,714
+4,453
389
$312K 0.02%
6,385
+4,300
390
$308K 0.02%
6,567
+6,420
391
$306K 0.02%
+4,804
392
$302K 0.02%
6,739
+4,210
393
$302K 0.02%
+6,827
394
$301K 0.02%
+4,988
395
$300K 0.02%
10,108
+9,069
396
$300K 0.02%
+3,548
397
$300K 0.02%
10,042
+8,942
398
$299K 0.02%
31,650
+2,714
399
$299K 0.02%
4,708
-6,270
400
$297K 0.02%
7,503
+4,400
14 15
16
17 18