CSC

Caldwell Sutter Capital Portfolio holdings

AUM $218M
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$7.35M
2
+$4.09M
3
+$3.74M
4
V icon
Visa
V
+$3.64M
5
AMRK icon
A-Mark Precious Metals
AMRK
+$2.99M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.32%
2 Technology 11.93%
3 Real Estate 10.22%
4 Industrials 10.06%
5 Consumer Staples 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.3K 0.02%
+200
227
$19.2K 0.02%
+175
228
$19.2K 0.02%
+1,200
229
$18.6K 0.02%
+200
230
$18.4K 0.02%
+252
231
$17.9K 0.02%
+2,490
232
$17.3K 0.02%
+99
233
$17.3K 0.02%
+346
234
$16.1K 0.01%
+637
235
$16K 0.01%
+8,487
236
$16K 0.01%
+1,958
237
$15.6K 0.01%
+350
238
$15.5K 0.01%
+155
239
$14.7K 0.01%
+50
240
$14.4K 0.01%
+1,400
241
$14.1K 0.01%
+1,000
242
$13.8K 0.01%
+350
243
$13.7K 0.01%
+179
244
$13.6K 0.01%
+1,434
245
$13.5K 0.01%
+521
246
$12.6K 0.01%
+183
247
$12.3K 0.01%
+35
248
$11.7K 0.01%
+350
249
$11.6K 0.01%
+124
250
$11.3K 0.01%
+344
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