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
501
$30.5K ﹤0.01%
411
502
$30.4K ﹤0.01%
275
-25
503
$30.2K ﹤0.01%
666
504
$29.9K ﹤0.01%
459
505
$29.8K ﹤0.01%
769
506
$29.4K ﹤0.01%
300
507
$29.4K ﹤0.01%
145
508
$28.7K ﹤0.01%
300
509
$28.7K ﹤0.01%
326
510
$28.6K ﹤0.01%
900
+200
511
$28.4K ﹤0.01%
756
512
$28.3K ﹤0.01%
633
513
$27.9K ﹤0.01%
+450
514
$27.6K ﹤0.01%
230
515
$27.3K ﹤0.01%
450
-920
516
$27.3K ﹤0.01%
500
517
$27.1K ﹤0.01%
500
518
$27K ﹤0.01%
528
519
$26.9K ﹤0.01%
647
520
$26.9K ﹤0.01%
350
521
$26.4K ﹤0.01%
200
522
$26K ﹤0.01%
350
523
$25.8K ﹤0.01%
819
524
$25.7K ﹤0.01%
136
+28
525
$25.7K ﹤0.01%
2,800