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
$191M
AUM Growth
+$53.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1 +$1.87M
2 +$1.55M
3 +$1.55M
4
AAPL icon
Apple
AAPL
+$1.5M
5
AXP icon
American Express
AXP
+$1.27M

Top Sells

1 +$335K
2 +$324K
3 +$268K
4
KNTK icon
Kinetik
KNTK
+$103K
5
ONB icon
Old National Bancorp
ONB
+$77.5K

Sector Composition

1 Financials 21.24%
2 Technology 13.76%
3 Industrials 12.57%
4 Energy 7.76%
5 Consumer Staples 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$27K 0.01%
+1,000
402
$26.8K 0.01%
+675
403
$26.7K 0.01%
687
+660
404
$26.7K 0.01%
78
+3
405
$26.7K 0.01%
238
+96
406
$26.5K 0.01%
+60
407
$26.5K 0.01%
468
+144
408
$26.4K 0.01%
+275
409
$26.3K 0.01%
+365
410
$26.3K 0.01%
891
+45
411
$25.8K 0.01%
2,490
412
$25.1K 0.01%
+453
413
$24.4K 0.01%
674
+403
414
$24.4K 0.01%
335
+235
415
$24.3K 0.01%
300
416
$24.2K 0.01%
2,058
417
$24.2K 0.01%
+1,289
418
$23.9K 0.01%
180
419
$23.9K 0.01%
222
+210
420
$23.7K 0.01%
52
+10
421
$23.7K 0.01%
143
+41
422
$23.6K 0.01%
2,000
-2,000
423
$23.2K 0.01%
+193
424
$23.2K 0.01%
2,000
425
$23.1K 0.01%
+252