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
426
$261K 0.02%
6,075
+3,835
427
$259K 0.02%
14,595
+11,024
428
$259K 0.02%
8,227
+7,100
429
$258K 0.02%
4,349
+1,049
430
$257K 0.02%
+7,809
431
$256K 0.02%
5,342
+4,456
432
$255K 0.02%
1,538
+485
433
$254K 0.02%
+13,829
434
$254K 0.02%
16,306
-900
435
$253K 0.02%
3,278
+3,012
436
$253K 0.02%
13,486
+9,000
437
$253K 0.02%
+11,967
438
$252K 0.02%
25,333
+22,683
439
$249K 0.02%
4,078
-627
440
$246K 0.02%
+9,357
441
$244K 0.02%
5,702
+1,864
442
$244K 0.02%
637
-1,474
443
$240K 0.01%
490
444
$239K 0.01%
9,455
-8,471
445
$238K 0.01%
6,800
446
$238K 0.01%
4,648
-2,980
447
$237K 0.01%
+400
448
$236K 0.01%
4,313
+3,293
449
$235K 0.01%
12,167
-83,797
450
$235K 0.01%
+10,994
16 17
18
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