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
1051
$29K ﹤0.01%
1,857
+400
1052
$28K ﹤0.01%
+496
1053
$28K ﹤0.01%
+400
1054
$28K ﹤0.01%
700
+500
1055
$28K ﹤0.01%
1,264
-10,372
1056
$28K ﹤0.01%
+9,607
1057
$28K ﹤0.01%
+431
1058
$28K ﹤0.01%
+700
1059
$28K ﹤0.01%
+1,521
1060
$28K ﹤0.01%
3,200
+3,000
1061
$28K ﹤0.01%
327
-247
1062
$28K ﹤0.01%
3,683
+2,200
1063
$28K ﹤0.01%
880
-1,280
1064
$28K ﹤0.01%
4,100
-1,800
1065
$27K ﹤0.01%
+927
1066
$27K ﹤0.01%
+10,900
1067
$27K ﹤0.01%
+421
1068
$27K ﹤0.01%
2,694
+2,194
1069
$27K ﹤0.01%
400
1070
$27K ﹤0.01%
+1,458
1071
$26K ﹤0.01%
2,277
-8,659
1072
$26K ﹤0.01%
107
1073
$26K ﹤0.01%
4,000
+3,700
1074
$26K ﹤0.01%
+3,507
1075
$26K ﹤0.01%
338
-8,302
41 42
43
44 45