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
526
$171K 0.01%
8,722
+6,000
527
$168K 0.01%
+12,192
528
$168K 0.01%
5,189
+4,246
529
$167K 0.01%
+904
530
$167K 0.01%
18,628
531
$166K 0.01%
+13,370
532
$166K 0.01%
2,999
-10,015
533
$165K 0.01%
16,261
+15,586
534
$164K 0.01%
4,757
+4,649
535
$164K 0.01%
4,600
+3,900
536
$162K 0.01%
2,661
+225
537
$161K 0.01%
2,801
-28,158
538
$160K 0.01%
3,113
+2,221
539
$160K 0.01%
8,580
-43,409
540
$159K 0.01%
17,000
+7,600
541
$159K 0.01%
10,386
+7,017
542
$159K 0.01%
4,810
+2,994
543
$158K 0.01%
+2,303
544
$158K 0.01%
4,162
-4,785
545
$157K 0.01%
88,907
546
$155K 0.01%
6,600
-700
547
$154K 0.01%
9,896
-3,340
548
$151K 0.01%
+1,309
549
$151K 0.01%
24,553
+1,336
550
$150K 0.01%
3,201
+1,583
20 21
22
23 24