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
1401
$6K ﹤0.01%
200
+100
1402
$6K ﹤0.01%
+500
1403
$6K ﹤0.01%
+300
1404
$6K ﹤0.01%
1,100
-600
1405
$6K ﹤0.01%
200
-6,402
1406
$6K ﹤0.01%
200
-4,059
1407
$6K ﹤0.01%
400
+100
1408
$6K ﹤0.01%
+400
1409
$6K ﹤0.01%
+500
1410
$6K ﹤0.01%
516
-3,218
1411
$6K ﹤0.01%
1,037
-10,450
1412
$6K ﹤0.01%
200
-1,198
1413
$6K ﹤0.01%
+90
1414
$6K ﹤0.01%
3,000
-400
1415
$6K ﹤0.01%
190
1416
$6K ﹤0.01%
440
1417
$6K ﹤0.01%
+34
1418
$6K ﹤0.01%
400
1419
$6K ﹤0.01%
+3,999
1420
$6K ﹤0.01%
+734
1421
$6K ﹤0.01%
+135
1422
$6K ﹤0.01%
400
-300
1423
$6K ﹤0.01%
+100
1424
$6K ﹤0.01%
2,496
-4,000
1425
$5K ﹤0.01%
50
-40
55 56
57
58 59