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
1201
$16K ﹤0.01%
+1,100
1202
$16K ﹤0.01%
+201
1203
$16K ﹤0.01%
382
-886
1204
$16K ﹤0.01%
+8,275
1205
$16K ﹤0.01%
+36
1206
$16K ﹤0.01%
+1,174
1207
$16K ﹤0.01%
+200
1208
$16K ﹤0.01%
252
-1,752
1209
$16K ﹤0.01%
+85
1210
$16K ﹤0.01%
2
1211
$16K ﹤0.01%
246
1212
$16K ﹤0.01%
+388
1213
$16K ﹤0.01%
905
-2,282
1214
$16K ﹤0.01%
300
-17,033
1215
$16K ﹤0.01%
4,100
+3,400
1216
$16K ﹤0.01%
+400
1217
$16K ﹤0.01%
900
+600
1218
$15K ﹤0.01%
500
-400
1219
$15K ﹤0.01%
+300
1220
$15K ﹤0.01%
190
-3,610
1221
$15K ﹤0.01%
4,042
-13,400
1222
$15K ﹤0.01%
631
-11,180
1223
$15K ﹤0.01%
108
-117
1224
$15K ﹤0.01%
1,322
1225
$15K ﹤0.01%
+800
47 48
49
50 51