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
1251
$13K ﹤0.01%
900
-1,789
1252
$13K ﹤0.01%
688
-3,398
1253
$13K ﹤0.01%
2,166
-1,433
1254
$13K ﹤0.01%
100
-1,360
1255
$13K ﹤0.01%
+1,147
1256
$13K ﹤0.01%
1,931
-6,320
1257
$13K ﹤0.01%
+22
1258
$13K ﹤0.01%
+705
1259
$13K ﹤0.01%
1,100
-500
1260
$12K ﹤0.01%
1,000
-6,703
1261
$12K ﹤0.01%
+1,768
1262
$12K ﹤0.01%
+2,402
1263
$12K ﹤0.01%
5,400
1264
$12K ﹤0.01%
+364
1265
$12K ﹤0.01%
4,000
+3,300
1266
$12K ﹤0.01%
+800
1267
$12K ﹤0.01%
10
+8
1268
$12K ﹤0.01%
+199
1269
$12K ﹤0.01%
+2,500
1270
$12K ﹤0.01%
+1,200
1271
$12K ﹤0.01%
+1,440
1272
$12K ﹤0.01%
3,840
+740
1273
$12K ﹤0.01%
1,519
-4,600
1274
$12K ﹤0.01%
+1,708
1275
$12K ﹤0.01%
2,200
+2,002
49 50
51
52 53