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
1451
$5K ﹤0.01%
44
-61
1452
$5K ﹤0.01%
+3,300
1453
$5K ﹤0.01%
469
-1,036
1454
$5K ﹤0.01%
+900
1455
$5K ﹤0.01%
67
-10
1456
$5K ﹤0.01%
+70
1457
$5K ﹤0.01%
39
-14,228
1458
$5K ﹤0.01%
400
-500
1459
$5K ﹤0.01%
+50
1460
$5K ﹤0.01%
1,300
1461
$5K ﹤0.01%
804
+135
1462
$5K ﹤0.01%
1,840
+500
1463
$4K ﹤0.01%
106
-464
1464
$4K ﹤0.01%
200
1465
$4K ﹤0.01%
+1,607
1466
$4K ﹤0.01%
21
1467
$4K ﹤0.01%
200
-100
1468
$4K ﹤0.01%
+750
1469
$4K ﹤0.01%
+700
1470
$4K ﹤0.01%
121
-978
1471
$4K ﹤0.01%
1,100
-2,400
1472
$4K ﹤0.01%
50
-150
1473
$4K ﹤0.01%
+2,300
1474
$4K ﹤0.01%
200
-200
1475
$4K ﹤0.01%
400
-992
57 58
59
60 61