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
1151
$20K ﹤0.01%
+1,117
1152
$19K ﹤0.01%
+5,532
1153
$19K ﹤0.01%
+3,727
1154
$19K ﹤0.01%
+1,191
1155
$19K ﹤0.01%
+800
1156
$19K ﹤0.01%
280
-3,580
1157
$19K ﹤0.01%
+700
1158
$19K ﹤0.01%
+200
1159
$19K ﹤0.01%
+1,030
1160
$19K ﹤0.01%
+7,000
1161
$19K ﹤0.01%
1,147
-3,150
1162
$18K ﹤0.01%
+1,800
1163
$18K ﹤0.01%
1,824
+1,224
1164
$18K ﹤0.01%
765
1165
$18K ﹤0.01%
3,501
-500
1166
$18K ﹤0.01%
5,023
+2,823
1167
$18K ﹤0.01%
1,897
+1,300
1168
$18K ﹤0.01%
+1,335
1169
$18K ﹤0.01%
1,500
1170
$18K ﹤0.01%
26
+23
1171
$18K ﹤0.01%
7,600
1172
$18K ﹤0.01%
+89
1173
$18K ﹤0.01%
433
-67
1174
$18K ﹤0.01%
+250
1175
$18K ﹤0.01%
1,670
-27,138
45 46
47
48 49