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
501
$12.2K 0.01%
+255
502
$12.1K 0.01%
+215
503
$12.1K 0.01%
342
+242
504
$12.1K 0.01%
+1,276
505
$11.9K 0.01%
+450
506
$11.9K 0.01%
350
507
$11.5K 0.01%
118
508
$11.5K 0.01%
+245
509
$11.5K 0.01%
+220
510
$11.4K 0.01%
+121
511
$11.4K 0.01%
+222
512
$11.3K 0.01%
350
513
$11K 0.01%
+235
514
$11K 0.01%
+1,730
515
$10.9K 0.01%
+96
516
$10.8K 0.01%
200
517
$10.6K 0.01%
261
+43
518
$10.6K 0.01%
531
+395
519
$10.5K 0.01%
+301
520
$10.5K 0.01%
+95
521
$10.5K 0.01%
+150
522
$10.5K 0.01%
321
523
$10.3K 0.01%
394
+50
524
$10.3K 0.01%
+342
525
$10.3K 0.01%
+131