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
751
$78K ﹤0.01%
6,553
-7,745
752
$78K ﹤0.01%
+9,242
753
$78K ﹤0.01%
2,400
+2,000
754
$77K ﹤0.01%
+17,924
755
$77K ﹤0.01%
+19,900
756
$77K ﹤0.01%
+5,600
757
$76K ﹤0.01%
16,715
+2,415
758
$76K ﹤0.01%
2,735
-350
759
$76K ﹤0.01%
1,132
-40
760
$75K ﹤0.01%
7,747
-4,900
761
$75K ﹤0.01%
5,400
+100
762
$75K ﹤0.01%
+4,143
763
$75K ﹤0.01%
400
+300
764
$75K ﹤0.01%
+5,650
765
$74K ﹤0.01%
600
-8,199
766
$74K ﹤0.01%
870
-41,111
767
$73K ﹤0.01%
+1,133
768
$73K ﹤0.01%
2,588
-6,509
769
$73K ﹤0.01%
844
-134
770
$73K ﹤0.01%
700
+693
771
$73K ﹤0.01%
3,000
772
$72K ﹤0.01%
4,520
+560
773
$72K ﹤0.01%
+300
774
$71K ﹤0.01%
1,234
-1,844
775
$71K ﹤0.01%
+900
29 30
31
32 33