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
$113M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1 +$7.35M
2 +$4.09M
3 +$3.74M
4
V icon
Visa
V
+$3.64M
5
AMRK icon
A-Mark Precious Metals
AMRK
+$2.99M

Top Sells

No sells this quarter

Sector Composition

1 Financials 29.32%
2 Technology 11.93%
3 Real Estate 10.22%
4 Industrials 10.06%
5 Consumer Staples 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$331K 0.29%
+8,403
77
$331K 0.29%
+2,510
78
$329K 0.29%
+220,553
79
$326K 0.29%
+5,135
80
$294K 0.26%
+15,373
81
$294K 0.26%
+2,510
82
$288K 0.25%
+4,484
83
$288K 0.25%
+1,780
84
$281K 0.25%
+5,556
85
$270K 0.24%
+9,460
86
$263K 0.23%
+49,000
87
$248K 0.22%
+7,487
88
$247K 0.22%
+5,900
89
$245K 0.22%
+705
90
$242K 0.21%
+8,818
91
$236K 0.21%
+2,700
92
$235K 0.21%
+18,500
93
$233K 0.21%
+34,254
94
$233K 0.21%
+13,500
95
$223K 0.2%
+4,433
96
$222K 0.2%
+2,017
97
$219K 0.19%
+8,132
98
$213K 0.19%
+6,378
99
$208K 0.18%
+4,700
100
$202K 0.18%
+2,000