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
$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
826
$1.09K ﹤0.01%
+3
827
$1.07K ﹤0.01%
25
828
$1.03K ﹤0.01%
+5
829
$1.01K ﹤0.01%
+35
830
$1K ﹤0.01%
37
831
$992 ﹤0.01%
+5
832
$991 ﹤0.01%
20
833
$971 ﹤0.01%
36
834
$960 ﹤0.01%
+10
835
$954 ﹤0.01%
+26
836
$942 ﹤0.01%
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837
$939 ﹤0.01%
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838
$909 ﹤0.01%
5
839
$892 ﹤0.01%
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840
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67
-133
841
$875 ﹤0.01%
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842
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844
$851 ﹤0.01%
155
845
$842 ﹤0.01%
+36
846
$823 ﹤0.01%
+21
847
$823 ﹤0.01%
+51
848
$809 ﹤0.01%
11
+2
849
$805 ﹤0.01%
36
850
$805 ﹤0.01%
+5