CG
Cutler Group Portfolio holdings
AUM
$198M
1-Year Return
27.33%
This Quarter Return
+8.72%
1 Year Return
+27.33%
3 Year Return
+39.6%
5 Year Return
+161.34%
10 Year Return
–
AUM
$1.2B
AUM Growth
-$38.4M
(-3.1%)
Cap. Flow
-$78.8M
Cap. Flow
% of AUM
-6.59%
Top 10 Holdings %
Top 10 Hldgs %
14.46%
Holding
2,970
New
732
Increased
596
Reduced
613
Closed
499
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$31.6M |
| 2 |
CrowdStrike
CRWD
|
+$22.8M |
| 3 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
+$17.9M |
| 4 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
+$13.7M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$12.6M |
Top Sells
| 1 |
Amazon
AMZN
|
+$44.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$32.9M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$21.6M |
| 4 |
Walt Disney
DIS
|
+$20.7M |
| 5 |
Sea Limited
SE
|
+$17.5M |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Consumer Discretionary | 14.7% |
| 3 | Financials | 9.64% |
| 4 | Communication Services | 8.61% |
| 5 | Industrials | 5.53% |
