CSC

Caldwell Sutter Capital Portfolio holdings

AUM $246M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1 +$4.54M
2 +$998K
3 +$880K
4
FBK icon
FB Financial Corp
FBK
+$619K
5
MCHB
Mechanics Bancorp
MCHB
+$615K

Top Sells

1 +$663K
2 +$533K
3 +$290K
4
V icon
Visa
V
+$278K
5
CAT icon
Caterpillar
CAT
+$201K

Sector Composition

1 Financials 26.24%
2 Technology 13.12%
3 Industrials 11.97%
4 Consumer Staples 6.82%
5 Energy 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$19.5K 0.01%
465
477
$19.4K 0.01%
162
478
$19.2K 0.01%
435
-20
479
$19.1K 0.01%
700
480
$19K 0.01%
196
481
$18.5K 0.01%
200
482
$18.3K 0.01%
170
483
$18.1K 0.01%
1,350
484
$18K 0.01%
892
485
$17.9K 0.01%
10
486
$17.9K 0.01%
290
487
$17.6K 0.01%
394
488
$17.5K 0.01%
200
489
$17.5K 0.01%
577
490
$17.4K 0.01%
47
491
$17.3K 0.01%
312
492
$17.3K 0.01%
561
493
$17.2K 0.01%
1,958
494
$16.9K 0.01%
200
495
$16.8K 0.01%
60
496
$16.8K 0.01%
357
497
$16.5K 0.01%
193
498
$16.4K 0.01%
637
499
$16.3K 0.01%
100
500
$16.3K 0.01%
790