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
1476
$4K ﹤0.01%
+100
1477
$4K ﹤0.01%
+250
1478
$4K ﹤0.01%
+500
1479
$4K ﹤0.01%
42
-50
1480
$4K ﹤0.01%
44
-3,708
1481
$4K ﹤0.01%
+200
1482
$4K ﹤0.01%
300
-200
1483
$4K ﹤0.01%
+300
1484
$4K ﹤0.01%
2,200
+632
1485
$4K ﹤0.01%
+100
1486
$4K ﹤0.01%
60
-60
1487
$4K ﹤0.01%
+120
1488
$4K ﹤0.01%
500
-14,509
1489
$4K ﹤0.01%
91
-3,418
1490
$4K ﹤0.01%
2,100
1491
$4K ﹤0.01%
28
1492
$4K ﹤0.01%
397
-300
1493
$4K ﹤0.01%
1,042
-10,565
1494
$4K ﹤0.01%
600
1495
$4K ﹤0.01%
+107
1496
$4K ﹤0.01%
+43
1497
$4K ﹤0.01%
+311
1498
$4K ﹤0.01%
1,200
-600
1499
$4K ﹤0.01%
431
+200
1500
$4K ﹤0.01%
247
+212
58 59
60
61 62