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
501
$184K 0.01%
13,401
-59,744
502
$184K 0.01%
7,066
+2,266
503
$183K 0.01%
19,064
+13,500
504
$182K 0.01%
1,801
+1,600
505
$181K 0.01%
20,215
+19,900
506
$181K 0.01%
8,947
-3,718
507
$179K 0.01%
+6,982
508
$179K 0.01%
14,535
-30,121
509
$179K 0.01%
+7,026
510
$179K 0.01%
+2,765
511
$178K 0.01%
9,755
-2,200
512
$178K 0.01%
+15,500
513
$178K 0.01%
+7,845
514
$177K 0.01%
+3,000
515
$176K 0.01%
7,186
+2,190
516
$175K 0.01%
253
-360
517
$175K 0.01%
+15,435
518
$174K 0.01%
885
-100
519
$173K 0.01%
+8,000
520
$173K 0.01%
+4,800
521
$173K 0.01%
2,232
-1,785
522
$172K 0.01%
4,000
+1,000
523
$172K 0.01%
1,806
-1,444
524
$172K 0.01%
3,512
-28,981
525
$171K 0.01%
9,996
-18,800
19 20
21
22 23