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
576
$16.6K ﹤0.01%
684
577
$16.6K ﹤0.01%
325
578
$16.5K ﹤0.01%
231
579
$16.5K ﹤0.01%
152
580
$16.3K ﹤0.01%
180
581
$16.3K ﹤0.01%
884
582
$16K ﹤0.01%
319
583
$15.7K ﹤0.01%
125
584
$15.6K ﹤0.01%
108
585
$15.6K ﹤0.01%
205
586
$15.4K ﹤0.01%
31
587
$15.4K ﹤0.01%
207
+90
588
$15.3K ﹤0.01%
70
589
$15.1K ﹤0.01%
256
590
$14.9K ﹤0.01%
1,000
591
$14.9K ﹤0.01%
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592
$14.7K ﹤0.01%
100
593
$14.6K ﹤0.01%
928
594
$14.4K ﹤0.01%
150
595
$14.4K ﹤0.01%
200
-202
596
$14.3K ﹤0.01%
214
597
$14.2K ﹤0.01%
150
598
$14.1K ﹤0.01%
265
-266
599
$14K ﹤0.01%
85
600
$13.8K ﹤0.01%
43