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
251
$10.9K 0.01%
+892
252
$10.6K 0.01%
+120
253
$10.4K 0.01%
+2,750
254
$10.2K 0.01%
+177
255
$9.61K 0.01%
+173
256
$9.01K 0.01%
+812
257
$8.92K 0.01%
+500
258
$8.59K 0.01%
+270
259
$8.53K 0.01%
+102
260
$7.96K 0.01%
+30
261
$7.81K 0.01%
+400
262
$7.6K 0.01%
+195
263
$7.59K 0.01%
+1,921
264
$7.58K 0.01%
+10
265
$7.47K 0.01%
+200
266
$7.44K 0.01%
+669
267
$7.42K 0.01%
+100
268
$7.41K 0.01%
+90
269
$7.19K 0.01%
+101
270
$7.08K 0.01%
+33
271
$6.85K 0.01%
+65
272
$6.83K 0.01%
+100
273
$6.83K 0.01%
+270
274
$6.66K 0.01%
+48
275
$6.11K 0.01%
+30
9 10
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