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
551
$150K 0.01%
9,652
+9,086
552
$149K 0.01%
900
553
$149K 0.01%
+3,086
554
$149K 0.01%
+1,542
555
$149K 0.01%
4,462
+2,352
556
$149K 0.01%
1,468
+584
557
$148K 0.01%
+22,288
558
$148K 0.01%
+2,941
559
$147K 0.01%
5,386
-4,578
560
$147K 0.01%
+5,069
561
$146K 0.01%
3,574
+3,492
562
$145K 0.01%
1,725
+935
563
$145K 0.01%
7,644
+6,674
564
$145K 0.01%
16,750
+13,500
565
$143K 0.01%
+2,203
566
$143K 0.01%
2,799
-900
567
$142K 0.01%
+15,749
568
$141K 0.01%
3,692
+3,429
569
$141K 0.01%
20,336
+17,858
570
$141K 0.01%
5,392
+2,991
571
$140K 0.01%
6,382
+200
572
$140K 0.01%
+4,803
573
$140K 0.01%
+1,303
574
$140K 0.01%
1,200
575
$139K 0.01%
4,563
-87
21 22
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