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Caldwell Trust Portfolio holdings

AUM $1.13B
1-Year Est. Return 19.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$766M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$2.04M
3
+$1.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.59M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M

Top Sells

1
+$2.68M
2
+$2.58M
3
+$2.21M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.05M
5
PG icon
Procter & Gamble
PG
+$988K

Sector Composition

1 Technology 18.53%
2 Financials 11.09%
3 Healthcare 10.16%
4 Consumer Discretionary 8.84%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
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