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
1426
$5K ﹤0.01%
+200
1427
$5K ﹤0.01%
172
-254
1428
$5K ﹤0.01%
+1,300
1429
$5K ﹤0.01%
+300
1430
$5K ﹤0.01%
1,395
1431
$5K ﹤0.01%
310
-150
1432
– –
0
1433
$5K ﹤0.01%
79
-990
1434
$5K ﹤0.01%
+600
1435
$5K ﹤0.01%
+520
1436
$5K ﹤0.01%
250
1437
$5K ﹤0.01%
+5
1438
$5K ﹤0.01%
5,100
+3,800
1439
$5K ﹤0.01%
10
-5
1440
$5K ﹤0.01%
780
+380
1441
$5K ﹤0.01%
162
-8,676
1442
$5K ﹤0.01%
354
-1,166
1443
$5K ﹤0.01%
202
-3,178
1444
$5K ﹤0.01%
440
1445
$5K ﹤0.01%
+600
1446
$5K ﹤0.01%
+1,000
1447
$5K ﹤0.01%
297
-900
1448
$5K ﹤0.01%
+225
1449
$5K ﹤0.01%
+2,642
1450
$5K ﹤0.01%
700
+500
56 57
58
59 60