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
476
$17.9K 0.01%
1,958
477
$17.7K 0.01%
290
478
$17.7K 0.01%
200
479
$17.6K 0.01%
1,350
480
$17.4K 0.01%
357
481
$17.4K 0.01%
577
482
$17.3K 0.01%
561
483
$17.3K 0.01%
255
+43
484
$17.1K 0.01%
700
485
$16.3K 0.01%
842
+315
486
$16.3K 0.01%
100
487
$16.3K 0.01%
637
488
$16.2K 0.01%
394
489
$16.2K 0.01%
60
490
$15.8K 0.01%
21
491
$15.7K 0.01%
4,200
492
$15.1K 0.01%
100
493
$15.1K 0.01%
460
+300
494
$14.7K 0.01%
106
495
$14.6K 0.01%
343
496
$14.5K 0.01%
693
497
$14.3K 0.01%
64
498
$14.1K 0.01%
102
499
$14.1K 0.01%
355
+47
500
$14K 0.01%
432