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
501
$16.1K 0.01%
+4,375
502
$15.6K 0.01%
432
503
$15.2K 0.01%
693
504
$15.1K 0.01%
343
505
$14.8K 0.01%
106
506
$14.5K 0.01%
102
507
$14.5K 0.01%
+600
508
$14.4K 0.01%
4,200
509
$14.4K 0.01%
73
510
$14.4K 0.01%
1,242
511
$14.4K 0.01%
220
512
$14.2K 0.01%
215
513
$14.1K 0.01%
281
+20
514
$14K 0.01%
125
515
$13.8K 0.01%
223
516
$13.8K 0.01%
292
517
$13.7K 0.01%
303
518
$13.5K 0.01%
100
519
$13.1K 0.01%
64
520
$12.6K 0.01%
355
521
$12.5K 0.01%
187
522
$12.3K 0.01%
450
523
$12.2K 0.01%
271
524
$12K 0.01%
+457
525
$11.9K 0.01%
116
+50