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
451
$18.8K 0.01%
+225
452
$18.8K 0.01%
+225
453
$18.7K 0.01%
+376
454
$18.5K 0.01%
4,200
455
$18.4K 0.01%
1,350
+1,119
456
$18.3K 0.01%
563
+390
457
$18K 0.01%
+121
458
$18K 0.01%
+222
459
$17.9K 0.01%
+359
460
$17.9K 0.01%
3,000
461
$17.8K 0.01%
1,990
+1,100
462
$17.5K 0.01%
+170
463
$17.2K 0.01%
+561
464
$17.1K 0.01%
120
465
$17.1K 0.01%
475
466
$17K 0.01%
+577
467
$17K 0.01%
200
468
$16.7K 0.01%
+412
469
$16.6K 0.01%
+304
470
$16.5K 0.01%
407
+242
471
$16.1K 0.01%
8,487
472
$16.1K 0.01%
+290
473
$16K 0.01%
+368
474
$15.9K 0.01%
1,201
+281
475
$15.9K 0.01%
+162