CSC
Caldwell Sutter Capital Portfolio holdings
AUM
$218M
This Quarter Return
+7.8%
1 Year Return
+18.87%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.88%
Holding
315
New
315
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.35M |
| 2 |
Mine Safety
MSA
|
$4.09M |
| 3 |
Natural Alternatives International
NAII
|
$3.74M |
| 4 |
Visa
V
|
$3.64M |
| 5 |
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 | 10.09% |
| 5 | Consumer Staples | 7.96% |
