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
1326
$9K ﹤0.01%
+1,188
1327
$9K ﹤0.01%
239
-361
1328
$9K ﹤0.01%
248
-6,900
1329
$9K ﹤0.01%
417
1330
$9K ﹤0.01%
+100
1331
$9K ﹤0.01%
68
-2,500
1332
$9K ﹤0.01%
1
1333
$9K ﹤0.01%
+1,000
1334
$9K ﹤0.01%
455
+200
1335
$9K ﹤0.01%
200
+100
1336
$9K ﹤0.01%
50
-250
1337
$9K ﹤0.01%
1,293
-1,607
1338
$9K ﹤0.01%
500
-6,076
1339
$9K ﹤0.01%
59
-1
1340
$9K ﹤0.01%
+3,385
1341
$9K ﹤0.01%
2,185
+2,000
1342
$9K ﹤0.01%
+8,077
1343
$9K ﹤0.01%
+1,200
1344
$8K ﹤0.01%
+200
1345
$8K ﹤0.01%
7,199
+7,000
1346
$8K ﹤0.01%
640
-5,360
1347
$8K ﹤0.01%
800
+200
1348
$8K ﹤0.01%
900
-8,532
1349
$8K ﹤0.01%
1,257
-185
1350
$8K ﹤0.01%
26
+10
52 53
54
55 56