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
851
$56K ﹤0.01%
+6,686
852
$56K ﹤0.01%
21,759
+19,259
853
$55K ﹤0.01%
+900
854
$55K ﹤0.01%
6,287
-3,656
855
$55K ﹤0.01%
165
+25
856
$55K ﹤0.01%
+600
857
$55K ﹤0.01%
1,330
+1,200
858
$55K ﹤0.01%
+1,087
859
$55K ﹤0.01%
2,500
+1,300
860
$54K ﹤0.01%
+770
861
$54K ﹤0.01%
3,149
-5,029
862
$54K ﹤0.01%
+1,500
863
$54K ﹤0.01%
929
-51
864
$54K ﹤0.01%
500
+300
865
$54K ﹤0.01%
11,200
-19,934
866
$54K ﹤0.01%
1,349
+300
867
$54K ﹤0.01%
+3,844
868
$54K ﹤0.01%
5,303
+4,300
869
$53K ﹤0.01%
650
+200
870
$53K ﹤0.01%
6,465
+4,565
871
$52K ﹤0.01%
+1,275
872
$52K ﹤0.01%
3,361
-4,400
873
$52K ﹤0.01%
6,045
+5,045
874
$52K ﹤0.01%
+1,572
875
$52K ﹤0.01%
+5,825
33 34
35
36 37