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
1526
$3K ﹤0.01%
245
1527
$3K ﹤0.01%
+500
1528
$3K ﹤0.01%
67
1529
$3K ﹤0.01%
+800
1530
$3K ﹤0.01%
784
-48,800
1531
$3K ﹤0.01%
+99
1532
$3K ﹤0.01%
800
-14,282
1533
$3K ﹤0.01%
20
-683
1534
$3K ﹤0.01%
176
1535
$3K ﹤0.01%
+680
1536
$3K ﹤0.01%
213
-3,500
1537
$3K ﹤0.01%
+200
1538
$3K ﹤0.01%
1,771
-6,400
1539
$3K ﹤0.01%
152
-3,300
1540
$2K ﹤0.01%
+200
1541
$2K ﹤0.01%
+15
1542
$2K ﹤0.01%
400
-5,100
1543
$2K ﹤0.01%
1,000
1544
$2K ﹤0.01%
190
-2,279
1545
$2K ﹤0.01%
32
-4,768
1546
$2K ﹤0.01%
100
-1,335
1547
$2K ﹤0.01%
+109
1548
$2K ﹤0.01%
+38
1549
$2K ﹤0.01%
934
+849
1550
$2K ﹤0.01%
+1,200
60 61
62
63 64