CSC

Caldwell Sutter Capital Portfolio holdings

AUM $236M
1-Year Est. Return 16.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1 +$377K
2 +$335K
3 +$317K
4
RNST icon
Renasant Corp
RNST
+$260K
5
PPIH icon
Perma-Pipe International
PPIH
+$217K

Top Sells

1 +$551K
2 +$269K
3 +$264K
4
CVX icon
Chevron
CVX
+$212K
5
UFPI icon
UFP Industries
UFPI
+$203K

Sector Composition

1 Financials 24.98%
2 Technology 12.76%
3 Industrials 12.5%
4 Consumer Staples 7.49%
5 Energy 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$27.4K 0.01%
121
427
$27.1K 0.01%
2,058
428
$26.9K 0.01%
284
429
$26.7K 0.01%
130
430
$26.5K 0.01%
2,963
+622
431
$26.3K 0.01%
1,650
432
$26.3K 0.01%
550
+75
433
$26.1K 0.01%
646
434
$26K 0.01%
513
+30
435
$25.9K 0.01%
960
436
$25.5K 0.01%
342
437
$25.4K 0.01%
628
438
$25.4K 0.01%
501
439
$25.2K 0.01%
180
440
$24.7K 0.01%
+441
441
$24.2K 0.01%
350
442
$23.8K 0.01%
168
443
$23.2K 0.01%
5,500
444
$23.1K 0.01%
252
445
$22.9K 0.01%
1,100
446
$22.8K 0.01%
193
447
$22.8K 0.01%
304
448
$22K 0.01%
299
449
$21.9K 0.01%
300
450
$21.7K 0.01%
197