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
$870M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$1.74M
3 +$1.44M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.15M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$557K

Top Sells

1 +$3.2M
2 +$1.19M
3 +$869K
4
AAPL icon
Apple
AAPL
+$605K
5
IBM icon
IBM
IBM
+$584K

Sector Composition

1 Technology 16.88%
2 Financials 9.84%
3 Consumer Discretionary 9.28%
4 Healthcare 9.16%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$18.6K ﹤0.01%
200
577
$18.3K ﹤0.01%
150
578
$18.2K ﹤0.01%
350
579
$18.1K ﹤0.01%
200
580
$18K ﹤0.01%
321
-312
581
$18K ﹤0.01%
125
582
$17.8K ﹤0.01%
372
-62
583
$17.7K ﹤0.01%
149
584
$17.2K ﹤0.01%
200
585
$17K ﹤0.01%
46
+6
586
$16.8K ﹤0.01%
400
587
$16.5K ﹤0.01%
65
588
$16.5K ﹤0.01%
100
589
$16.4K ﹤0.01%
200
590
$16.3K ﹤0.01%
684
591
$16.3K ﹤0.01%
975
592
$16.1K ﹤0.01%
219
593
$15.3K ﹤0.01%
256
594
$15.2K ﹤0.01%
250
595
$15.2K ﹤0.01%
1,200
596
$14.9K ﹤0.01%
740
597
$14.6K ﹤0.01%
145
598
$14.6K ﹤0.01%
928
599
$14.5K ﹤0.01%
900
600
$14.5K ﹤0.01%
211