CSC
Caldwell Sutter Capital Portfolio holdings
AUM
$234M
1-Year Est. Return
14.39%
1 Year Est. Return
+14.39%
AUM
$218M
AUM Growth
+$8.13M
(+3.9%)
Holding
904
Top Buys
| 1 | +$392K | |
| 2 | +$371K | |
| 3 | +$344K | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$317K |
| 5 |
Renasant Corp
RNST
|
+$281K |
Top Sells
| 1 | +$551K | |
| 2 | +$296K | |
| 3 | +$264K | |
| 4 |
Chevron
CVX
|
+$216K |
| 5 |
UFP Industries
UFPI
|
+$203K |
Sector Composition
| 1 | Financials | 24.98% |
| 2 | Technology | 12.76% |
| 3 | Industrials | 12.5% |
| 4 | Consumer Staples | 7.49% |
| 5 | Energy | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
901
ActivePassive International Equity ETF
APIE
$952M
| – | – |
-1,841
|
|
||
902
ActivePassive Core Bond ETF
APCB
$889M
| – | – |
-3,111
|
|
||
903
Airbnb
ABNB
$74.3B
| – | – |
-10
|
|