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
$197M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Sells

1 +$526K
2 +$342K
3 +$318K
4
INTG icon
InterGroup Corp
INTG
+$214K
5
JPS
Nuveen Preferred & Income Securities Fund
JPS
+$211K

Sector Composition

1 Financials 21.87%
2 Technology 13%
3 Industrials 12.76%
4 Consumer Staples 7.98%
5 Energy 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$14.3K 0.01%
97
+1
502
$14.3K 0.01%
200
503
$14.2K 0.01%
10
504
$14K 0.01%
193
505
$13.9K 0.01%
350
506
$13.8K 0.01%
225
507
$13.7K 0.01%
8,487
508
$13.6K 0.01%
1,586
509
$13.6K 0.01%
394
510
$13.3K 0.01%
892
511
$13.2K 0.01%
+275
512
$13.1K 0.01%
100
513
$13K 0.01%
2,000
514
$12.8K 0.01%
1,730
515
$12.8K 0.01%
5,205
-901
516
$12.6K 0.01%
346
517
$12.6K 0.01%
22
518
$12.5K 0.01%
+48
519
$12.3K 0.01%
251
-5
520
$12.3K 0.01%
118
521
$12.2K 0.01%
654
+50
522
$12.2K 0.01%
220
523
$12.1K 0.01%
498
524
$12.1K 0.01%
450
525
$11.9K 0.01%
110
+15