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
1276
$12K ﹤0.01%
13,900
1277
$12K ﹤0.01%
+200
1278
$11K ﹤0.01%
1,015
+961
1279
$11K ﹤0.01%
+300
1280
$11K ﹤0.01%
200
1281
$11K ﹤0.01%
+422
1282
$11K ﹤0.01%
410
-190
1283
$11K ﹤0.01%
+1,100
1284
$11K ﹤0.01%
+300
1285
$11K ﹤0.01%
179
1286
$11K ﹤0.01%
+100
1287
$11K ﹤0.01%
4,800
+2,900
1288
$11K ﹤0.01%
99
-900
1289
– –
0
1290
$11K ﹤0.01%
223
-3,348
1291
$11K ﹤0.01%
+1,353
1292
$11K ﹤0.01%
185
+159
1293
$11K ﹤0.01%
200
-8,700
1294
$11K ﹤0.01%
4,312
+2,012
1295
$11K ﹤0.01%
600
-700
1296
$11K ﹤0.01%
+24
1297
$11K ﹤0.01%
+6,400
1298
$11K ﹤0.01%
+2,770
1299
$11K ﹤0.01%
789
+689
1300
$10K ﹤0.01%
2,100
+1,900
50 51
52
53 54