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
476
$15.8K 0.01%
92
+36
477
$15.8K 0.01%
193
+24
478
$15.6K 0.01%
979
+579
479
$15.5K 0.01%
746
+275
480
$15.5K 0.01%
375
-400
481
$15.4K 0.01%
+195
482
$15.4K 0.01%
1,958
483
$14.9K 0.01%
333
+133
484
$14.7K 0.01%
+833
485
$14.4K 0.01%
166
486
$14.3K 0.01%
179
487
$14.1K 0.01%
+195
488
$14.1K 0.01%
+650
489
$14.1K 0.01%
473
+289
490
$14K 0.01%
+679
491
$13.9K 0.01%
+200
492
$13.8K 0.01%
346
493
$13.2K 0.01%
+334
494
$12.9K 0.01%
177
495
$12.8K 0.01%
10
496
$12.7K 0.01%
+343
497
$12.6K 0.01%
736
498
$12.6K 0.01%
+255
499
$12.3K 0.01%
+93
500
$12.2K 0.01%
+1,586