CSC

Caldwell Sutter Capital Portfolio holdings

AUM $236M
1-Year Est. Return 16.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
956
New
Increased
Reduced
Closed

Top Buys

1
+$959K
2
+$742K
3
+$709K
4
ORCL icon
Oracle
ORCL
+$291K
5
CET
Central Securities Corp
CET
+$281K

Top Sells

1
+$2.89M
2
+$1.21M
3
+$363K
4
ENB icon
Enbridge
ENB
+$345K
5
CAT icon
Caterpillar
CAT
+$269K

Sector Composition

1 Financials 20.85%
2 Technology 13.19%
3 Industrials 12.54%
4 Consumer Staples 8.13%
5 Energy 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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