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
1576
$2K ﹤0.01%
+100
1577
$1K ﹤0.01%
43
-1,401
1578
$1K ﹤0.01%
+300
1579
$1K ﹤0.01%
+30
1580
$1K ﹤0.01%
+145
1581
$1K ﹤0.01%
82
-31,128
1582
$1K ﹤0.01%
550
1583
$1K ﹤0.01%
680
-6,820
1584
$1K ﹤0.01%
26
-100
1585
$1K ﹤0.01%
70
-8,700
1586
$1K ﹤0.01%
+756
1587
$1K ﹤0.01%
33
1588
$1K ﹤0.01%
100
1589
$1K ﹤0.01%
+100
1590
$1K ﹤0.01%
11
-330
1591
$1K ﹤0.01%
120
+31
1592
$1K ﹤0.01%
84
-216
1593
$1K ﹤0.01%
65
-4,700
1594
$1K ﹤0.01%
100
-25,445
1595
$1K ﹤0.01%
219
-41,375
1596
$1K ﹤0.01%
400
-54,800
1597
$1K ﹤0.01%
30
+20
1598
$1K ﹤0.01%
67
-360
1599
$1K ﹤0.01%
+100
1600
$1K ﹤0.01%
+44
62 63
64
65 66