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
1351
$8K ﹤0.01%
802
+800
1352
$8K ﹤0.01%
+200
1353
$8K ﹤0.01%
+300
1354
$8K ﹤0.01%
45
1355
$8K ﹤0.01%
+1,366
1356
$8K ﹤0.01%
+63
1357
$8K ﹤0.01%
+200
1358
$8K ﹤0.01%
405
+400
1359
$8K ﹤0.01%
700
1360
$8K ﹤0.01%
365
-2,285
1361
$8K ﹤0.01%
+1,400
1362
$8K ﹤0.01%
100
-300
1363
$8K ﹤0.01%
+800
1364
$8K ﹤0.01%
100
-100
1365
$8K ﹤0.01%
57
+56
1366
$8K ﹤0.01%
625
1367
$8K ﹤0.01%
1,977
-1,574
1368
$8K ﹤0.01%
+737
1369
$8K ﹤0.01%
1,300
-21,373
1370
$7K ﹤0.01%
+100
1371
$7K ﹤0.01%
500
-800
1372
$7K ﹤0.01%
308
+300
1373
$7K ﹤0.01%
+20
1374
$7K ﹤0.01%
290
-23,609
1375
$7K ﹤0.01%
500
-7,918
53 54
55
56 57