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CSC

Caldwell Sutter Capital Portfolio holdings

AUM $246M
1-Year Est. Return 23.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.62%
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 Buys

1
+$540K
2
+$393K
3
+$215K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$213K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$203K

Top Sells

1
+$498K
2
+$342K
3
+$299K
4
INTG icon
InterGroup Corp
INTG
+$267K
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
951
$2 ﹤0.01%
7
952
– –
0
953
$0 ﹤0.01%
10,467
954
– –
-1,000
955
– –
-33,088
956
– –
-25
957
– –
-2
958
– –
-18
959
– –
-100
960
– –
-34,254
961
– –
0
962
$0 ﹤0.01%
294
963
$0 ﹤0.01%
64
964
$0 ﹤0.01%
4,000
965
– –
-2
966
– –
-2,350
967
– –
-50
968
– –
-62
969
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-34
970
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-37
971
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-521
972
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-82
973
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-342
974
– –
-140
975
– –
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