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CIM

Caldwell Investment Management Portfolio holdings

AUM $255M
1-Year Est. Return 36.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$2.83M
3
+$2.62M
4
CCJ icon
Cameco
CCJ
+$2.44M
5
ELVA
Electrovaya
ELVA
+$2.02M

Top Sells

1
+$26.6M
2
+$1.87M
3
+$1.68M
4
COST icon
Costco
COST
+$1.48M
5
J icon
Jacobs Solutions
J
+$1.44M

Sector Composition

1 Financials 52.84%
2 Industrials 10.52%
3 Materials 10.25%
4 Consumer Discretionary 5.16%
5 Technology 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-4,800
27
– –
-6,800
28
– –
-1,500
29
– –
-11,000
30
– –
-200,000
31
– –
-8,700
1
2