CSC

Caldwell Sutter Capital Portfolio holdings

AUM $218M
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215M
AUM Growth
+$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$414K
3
+$348K
4
EQC
Equity Commonwealth
EQC
+$320K
5
BRBS icon
Blue Ridge Bankshares
BRBS
+$173K

Top Sells

1
+$722K
2
+$375K
3
+$247K
4
COST icon
Costco
COST
+$235K
5
PFE icon
Pfizer
PFE
+$226K

Sector Composition

1 Financials 23.7%
2 Technology 12.62%
3 Industrials 11.97%
4 Consumer Staples 7.48%
5 Energy 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$8.11K ﹤0.01%
400
577
$8.08K ﹤0.01%
58
578
$8.02K ﹤0.01%
73
579
$8.02K ﹤0.01%
210
580
$7.93K ﹤0.01%
49
581
$7.88K ﹤0.01%
48
582
$7.63K ﹤0.01%
121
583
$7.57K ﹤0.01%
115
584
$7.56K ﹤0.01%
220
585
$7.51K ﹤0.01%
69
586
$7.47K ﹤0.01%
58
587
$7.43K ﹤0.01%
100
588
$7.4K ﹤0.01%
100
589
$7.4K ﹤0.01%
159
590
$7.37K ﹤0.01%
84
591
$7.3K ﹤0.01%
124
592
$7.28K ﹤0.01%
2,000
-250
593
$7.19K ﹤0.01%
32
594
$7.15K ﹤0.01%
106
595
$7.03K ﹤0.01%
25
596
$6.99K ﹤0.01%
37
597
$6.97K ﹤0.01%
1,218
598
$6.96K ﹤0.01%
159
599
$6.91K ﹤0.01%
1,436
600
$6.74K ﹤0.01%
29
22 23
24
25 26