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
826
$62K ﹤0.01%
4,596
-950
827
$61K ﹤0.01%
+3,200
828
$61K ﹤0.01%
+1,039
829
$61K ﹤0.01%
8,500
+4,701
830
$61K ﹤0.01%
1,238
-4,430
831
$60K ﹤0.01%
+8,125
832
$60K ﹤0.01%
+649
833
$60K ﹤0.01%
1,100
834
$60K ﹤0.01%
2,300
-1,111
835
$59K ﹤0.01%
400
-4,260
836
$59K ﹤0.01%
4,000
-300
837
$59K ﹤0.01%
+35
838
$59K ﹤0.01%
+1,000
839
$59K ﹤0.01%
59
-110
840
$59K ﹤0.01%
1,200
+675
841
$58K ﹤0.01%
1,455
842
$58K ﹤0.01%
+1,900
843
$57K ﹤0.01%
707
-1,750
844
$57K ﹤0.01%
635
+560
845
$57K ﹤0.01%
1,340
+140
846
$57K ﹤0.01%
5,156
-5,574
847
$56K ﹤0.01%
200
-1,284
848
$56K ﹤0.01%
7,100
+5,000
849
$56K ﹤0.01%
4,900
+4,800
850
$56K ﹤0.01%
+4,650
32 33
34
35 36