CSC

Caldwell Sutter Capital Portfolio holdings

AUM $234M
1-Year Est. Return 14.4%
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1 +$1M
2 +$689K
3 +$628K
4
XOM icon
Exxon Mobil
XOM
+$610K
5
MSFT icon
Microsoft
MSFT
+$486K

Top Sells

1 +$652K
2 +$336K
3 +$156K
4
MPLX icon
MPLX
MPLX
+$131K
5
TSLA icon
Tesla
TSLA
+$99.4K

Sector Composition

1 Financials 24.7%
2 Technology 13.59%
3 Industrials 10.7%
4 Consumer Staples 8.84%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$13.6K 0.01%
920
+251
377
$13.4K 0.01%
350
378
$13.3K 0.01%
+420
379
$12.8K 0.01%
177
380
$12.7K 0.01%
350
381
$12.6K 0.01%
350
382
$12.1K 0.01%
+149
383
$11.5K 0.01%
+62
384
$11.5K 0.01%
+736
385
$11.1K 0.01%
471
+324
386
$10.5K 0.01%
+118
387
$10.1K 0.01%
+160
388
$10K 0.01%
+200
389
$9.73K 0.01%
10
390
$9.69K 0.01%
+1,100
391
$9.48K 0.01%
+100
392
$9.47K 0.01%
+600
393
$9.37K 0.01%
173
394
$9.35K 0.01%
812
395
$9.32K 0.01%
+56
396
$9.32K 0.01%
+271
397
$9.29K 0.01%
102
398
$9.21K 0.01%
500
399
$9.16K 0.01%
344
400
$9.13K 0.01%
+218