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
1551
$2K ﹤0.01%
+300
1552
$2K ﹤0.01%
+264
1553
$2K ﹤0.01%
100
1554
$2K ﹤0.01%
+300
1555
$2K ﹤0.01%
125
+100
1556
$2K ﹤0.01%
+100
1557
$2K ﹤0.01%
293
-7
1558
$2K ﹤0.01%
100
-50
1559
$2K ﹤0.01%
503
-297
1560
$2K ﹤0.01%
45
-700
1561
$2K ﹤0.01%
+120
1562
$2K ﹤0.01%
100
-1,600
1563
$2K ﹤0.01%
99
-3,000
1564
$2K ﹤0.01%
73
+66
1565
$2K ﹤0.01%
2
-8
1566
$2K ﹤0.01%
100
-2,299
1567
$2K ﹤0.01%
+400
1568
$2K ﹤0.01%
4,860
1569
$2K ﹤0.01%
140
1570
$2K ﹤0.01%
2,100
1571
$2K ﹤0.01%
99
-3,300
1572
$2K ﹤0.01%
+200
1573
$2K ﹤0.01%
2,200
+500
1574
$2K ﹤0.01%
+900
1575
$2K ﹤0.01%
+486
61 62
63
64 65