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
776
$71K ﹤0.01%
4,234
+1,634
777
$71K ﹤0.01%
5,126
-28,339
778
$71K ﹤0.01%
1,782
-919
779
$70K ﹤0.01%
3,005
-210
780
$70K ﹤0.01%
+9,100
781
$70K ﹤0.01%
5,739
-4,200
782
$70K ﹤0.01%
10,421
+8,021
783
$70K ﹤0.01%
3,239
-3,690
784
$69K ﹤0.01%
+8,140
785
$69K ﹤0.01%
+308
786
$69K ﹤0.01%
7,543
+6,100
787
$69K ﹤0.01%
6,094
+5,094
788
$69K ﹤0.01%
5,878
+5,648
789
$68K ﹤0.01%
+1,800
790
$68K ﹤0.01%
2,000
-4,190
791
$68K ﹤0.01%
+6,789
792
$68K ﹤0.01%
5,051
-3,106
793
$68K ﹤0.01%
+3,400
794
$68K ﹤0.01%
515
-2,163
795
$68K ﹤0.01%
+3,086
796
$68K ﹤0.01%
1,400
+201
797
$67K ﹤0.01%
6,108
+4,145
798
$67K ﹤0.01%
+1,837
799
$67K ﹤0.01%
3,099
+2,500
800
$67K ﹤0.01%
5,537
-900
30 31
32
33 34