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
1176
$18K ﹤0.01%
3,700
-4,900
1177
$18K ﹤0.01%
+4,235
1178
$17K ﹤0.01%
1,811
-1,189
1179
$17K ﹤0.01%
+234
1180
$17K ﹤0.01%
+1,200
1181
$17K ﹤0.01%
+1,300
1182
$17K ﹤0.01%
+200
1183
$17K ﹤0.01%
198
-400
1184
$17K ﹤0.01%
700
+350
1185
$17K ﹤0.01%
+100
1186
$17K ﹤0.01%
700
-2,300
1187
$17K ﹤0.01%
1,000
1188
$17K ﹤0.01%
319
+100
1189
$17K ﹤0.01%
558
+300
1190
$17K ﹤0.01%
500
+300
1191
$17K ﹤0.01%
2,112
-4,290
1192
$17K ﹤0.01%
1,125
-975
1193
$16K ﹤0.01%
482
-2,111
1194
$16K ﹤0.01%
201
+130
1195
$16K ﹤0.01%
+5,200
1196
$16K ﹤0.01%
402
-679
1197
$16K ﹤0.01%
3,267
-53,314
1198
$16K ﹤0.01%
267
1199
$16K ﹤0.01%
+258
1200
$16K ﹤0.01%
597
-657
46 47
48
49 50