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
276
$5.87K 0.01%
+140
277
$5.51K ﹤0.01%
+30
278
$4.92K ﹤0.01%
+112
279
$4.88K ﹤0.01%
+83
280
$4.79K ﹤0.01%
+265
281
$4.77K ﹤0.01%
+331
282
$4.69K ﹤0.01%
+1,250
283
$4.24K ﹤0.01%
+505
284
$4.17K ﹤0.01%
+488
285
$4.11K ﹤0.01%
+40
286
$4.11K ﹤0.01%
+147
287
$4.05K ﹤0.01%
+364
288
$3.7K ﹤0.01%
+331
289
$3.69K ﹤0.01%
+27
290
$3.59K ﹤0.01%
+75
291
$3.52K ﹤0.01%
+160
292
$3.52K ﹤0.01%
+166
293
$3.1K ﹤0.01%
+1,441
294
$2.9K ﹤0.01%
+27
295
$2.77K ﹤0.01%
+1,000
296
$2.51K ﹤0.01%
+140
297
$2.42K ﹤0.01%
+74
298
$2.38K ﹤0.01%
+1,315
299
$2.37K ﹤0.01%
+7
300
$2.24K ﹤0.01%
+157
9 10 11
12
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