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
$234M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1 +$4.52M
2 +$999K
3 +$992K
4
FBK icon
FB Financial Corp
FBK
+$679K
5
MCHB
Mechanics Bancorp
MCHB
+$615K

Top Sells

1 +$663K
2 +$541K
3 +$290K
4
V icon
Visa
V
+$274K
5
CAT icon
Caterpillar
CAT
+$224K

Sector Composition

1 Financials 26.24%
2 Technology 13.12%
3 Industrials 11.97%
4 Consumer Staples 6.82%
5 Energy 5.46%