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
$215M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$521K
3
+$516K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$446K
5
CLMT icon
Calumet Specialty Products
CLMT
+$267K

Top Sells

1
+$1.78M
2
+$961K
3
+$735K
4
COST icon
Costco
COST
+$586K
5
V icon
Visa
V
+$420K

Sector Composition

1 Financials 22.88%
2 Industrials 12.24%
3 Technology 12.04%
4 Consumer Staples 7.91%
5 Energy 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$21.3K 0.01%
304
477
$21K 0.01%
267
478
$20.9K 0.01%
200
479
$20.9K 0.01%
4,200
480
$20.6K 0.01%
317
+84
481
$20.1K 0.01%
182
482
$20K 0.01%
196
483
$19.5K 0.01%
500
484
$19.4K 0.01%
165
485
$19.2K 0.01%
1,958
486
$19.1K 0.01%
290
487
$19K 0.01%
826
-30
488
$18.9K 0.01%
1,000
489
$18.9K 0.01%
2,285
-35
490
$18.6K 0.01%
162
491
$18.5K 0.01%
237
492
$18.4K 0.01%
10
493
$18.3K 0.01%
200
494
$18.2K 0.01%
170
495
$18.2K 0.01%
360
+20
496
$18.1K 0.01%
1,350
497
$18K 0.01%
637
498
$17.9K 0.01%
420
499
$17.5K 0.01%
577
500
$17.4K 0.01%
200
18 19
20
21 22