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
1101
$24K ﹤0.01%
+3,800
1102
$24K ﹤0.01%
+2,000
1103
$24K ﹤0.01%
534
-2,400
1104
$24K ﹤0.01%
+956
1105
$24K ﹤0.01%
1,124
-17,215
1106
$24K ﹤0.01%
+700
1107
$23K ﹤0.01%
+122
1108
$23K ﹤0.01%
733
1109
$23K ﹤0.01%
420
-629
1110
$23K ﹤0.01%
400
1111
$23K ﹤0.01%
857
-6,030
1112
$23K ﹤0.01%
1,216
+900
1113
$23K ﹤0.01%
4,300
+700
1114
$23K ﹤0.01%
300
+175
1115
$22K ﹤0.01%
1,826
1116
$22K ﹤0.01%
20
-25
1117
$22K ﹤0.01%
1,469
-487
1118
$22K ﹤0.01%
838
+500
1119
$22K ﹤0.01%
3,900
+100
1120
$22K ﹤0.01%
3,439
+2,578
1121
$22K ﹤0.01%
3,400
1122
$22K ﹤0.01%
820
+200
1123
$22K ﹤0.01%
3,298
+3,098
1124
$22K ﹤0.01%
+3,600
1125
$21K ﹤0.01%
+176
43 44
45
46 47