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
676
$99K 0.01%
11,108
+4,458
677
$99K 0.01%
2,886
+2,416
678
$99K 0.01%
+2,461
679
$98K 0.01%
+2,955
680
$98K 0.01%
1,976
+867
681
$98K 0.01%
6,484
-1,067
682
$97K 0.01%
2,799
-900
683
$96K 0.01%
8,586
+7,786
684
$96K 0.01%
+8,850
685
$96K 0.01%
15,630
+12,494
686
$96K 0.01%
15,920
+11,920
687
$95K 0.01%
3,900
+2,524
688
$95K 0.01%
963
-15,404
689
$95K 0.01%
+13,961
690
$95K 0.01%
+8,835
691
$94K 0.01%
+33,275
692
$94K 0.01%
2,899
-4,300
693
$94K 0.01%
+390
694
$93K 0.01%
13,830
-10,185
695
$93K 0.01%
6,005
-996
696
$93K 0.01%
+300
697
$92K 0.01%
3,763
+1,400
698
$91K 0.01%
+1,200
699
$91K 0.01%
8,858
-320
700
$91K 0.01%
15,700
+1,500
26 27
28
29 30