CT

Caldwell Trust Portfolio holdings

AUM $1.07B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
+$56.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Sells

1 +$2.61M
2 +$2.09M
3 +$1.33M
4
GLD icon
SPDR Gold Trust
GLD
+$762K
5
AAPL icon
Apple
AAPL
+$434K

Sector Composition

1 Technology 14.6%
2 Financials 10.39%
3 Healthcare 9.27%
4 Consumer Discretionary 9.12%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$52.5K 0.01%
3,500
427
$52.5K 0.01%
3,452
428
$51.9K 0.01%
270
429
$51.7K 0.01%
129
+5
430
$50.5K 0.01%
3,500
431
$50.4K 0.01%
560
432
$50K 0.01%
765
433
$48.9K 0.01%
3,108
434
$48.8K 0.01%
600
435
$48.6K 0.01%
785
436
$48.4K 0.01%
984
437
$48.3K 0.01%
292
438
$48.2K 0.01%
1,324
-147
439
$47K 0.01%
984
440
$46.8K 0.01%
522
441
$46.5K 0.01%
1,000
442
$46.4K 0.01%
500
443
$46.2K 0.01%
900
444
$46.1K 0.01%
426
445
$45.6K 0.01%
371
446
$44.8K 0.01%
400
-20
447
$44K 0.01%
400
448
$43.9K 0.01%
1,241
449
$43.6K 0.01%
1,842
450
$43.6K 0.01%
710