CIM

Caldwell Investment Management Portfolio holdings

AUM $152M
1-Year Est. Return 41.49%
This Quarter Est. Return
1 Year Est. Return
+41.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$1.73M
3
+$1.59M
4
AVGO icon
Broadcom
AVGO
+$1.46M
5
IBKR icon
Interactive Brokers
IBKR
+$1.22M

Top Sells

1
+$8.28M
2
+$6.17M
3
+$1.22M
4
FTAI icon
FTAI Aviation
FTAI
+$1.11M
5
IRM icon
Iron Mountain
IRM
+$688K

Sector Composition

1 Financials 65.35%
2 Industrials 14.8%
3 Technology 7.81%
4 Materials 4.59%
5 Energy 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.95%
12,910
27
$1.36M 0.92%
2,690
28
$1.32M 0.89%
10,300
29
$1.22M 0.82%
+27,200
30
$1.13M 0.76%
3,200
31
$1.1M 0.74%
+9,200
32
$983K 0.66%
5,900
33
$695K 0.47%
5,500
-8,800
34
$245K 0.17%
11,000
35
– –
-15,100
36
– –
-5,900
37
– –
-247,000
1
2