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
1301
$10K ﹤0.01%
820
+267
1302
$10K ﹤0.01%
93
1303
$10K ﹤0.01%
4,000
-1,700
1304
$10K ﹤0.01%
+300
1305
$10K ﹤0.01%
+400
1306
$10K ﹤0.01%
900
-1,200
1307
$10K ﹤0.01%
932
-8,349
1308
$10K ﹤0.01%
231
1309
$10K ﹤0.01%
249
1310
$10K ﹤0.01%
+400
1311
$10K ﹤0.01%
2,300
1312
$10K ﹤0.01%
1,414
+1,381
1313
$10K ﹤0.01%
+363
1314
$10K ﹤0.01%
500
1315
$10K ﹤0.01%
600
1316
$10K ﹤0.01%
900
+100
1317
$10K ﹤0.01%
2,200
+1,500
1318
$10K ﹤0.01%
300
+200
1319
$10K ﹤0.01%
152
-2,699
1320
$10K ﹤0.01%
300
1321
$10K ﹤0.01%
+200
1322
$10K ﹤0.01%
600
-9,857
1323
$9K ﹤0.01%
64
+3
1324
$9K ﹤0.01%
121
-2,989
1325
$9K ﹤0.01%
3,600
+200
51 52
53
54 55