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
$197M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Sells

1 +$526K
2 +$342K
3 +$318K
4
INTG icon
InterGroup Corp
INTG
+$214K
5
JPS
Nuveen Preferred & Income Securities Fund
JPS
+$211K

Sector Composition

1 Financials 21.87%
2 Technology 13%
3 Industrials 12.76%
4 Consumer Staples 7.98%
5 Energy 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$25.8K 0.01%
615
427
$25.7K 0.01%
143
428
$25.7K 0.01%
655
429
$25.4K 0.01%
161
+110
430
$25.1K 0.01%
1,000
431
$24.9K 0.01%
180
432
$24.5K 0.01%
2,000
433
$24.3K 0.01%
52
434
$23.9K 0.01%
284
435
$23.8K 0.01%
470
436
$23.6K 0.01%
500
437
$23.1K 0.01%
1,289
438
$23.1K 0.01%
271
+128
439
$23K 0.01%
252
440
$23K 0.01%
684
+9
441
$23K 0.01%
222
442
$22.9K 0.01%
200
443
$22.8K 0.01%
4,200
444
$22.7K 0.01%
300
445
$22.5K 0.01%
359
446
$22.5K 0.01%
299
+51
447
$22.5K 0.01%
99
448
$22.4K 0.01%
1,040
+1,000
449
$22.4K 0.01%
120
450
$22.4K 0.01%
122