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
301
$2.15K ﹤0.01%
+800
302
$2.01K ﹤0.01%
+40
303
$1.47K ﹤0.01%
+200
304
$1.4K ﹤0.01%
+40
305
$1.29K ﹤0.01%
+3
306
$1.13K ﹤0.01%
+100
307
$1.1K ﹤0.01%
+11
308
$982 ﹤0.01%
+8
309
$764 ﹤0.01%
+19
310
$659 ﹤0.01%
+54
311
$355 ﹤0.01%
+68
312
$155 ﹤0.01%
+2
313
$82 ﹤0.01%
+270
314
$51 ﹤0.01%
+2
315
– –
0
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