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Christopher Anderson

@Caldwell Sutter Capital, Inc.

Latest period2024 - Q3ReportedManaged Assets$214.598MTotal holdings907
Assets growth rate6.21%Assets growth rate (2-Q avg)1.73%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Caldwell Sutter Capital, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 907 positions.

Assets under management

The assets under management (AUM) of Caldwell Sutter Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 214.598M in assets, with a quarterly growth rate of 6.21% and a 2-quarter average growth rate of 1.73%. The portfolio is managed by Christopher Anderson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JFRNuveen Floating Rate Income Fd
Recent Activity
Exited
0%
$24,289
2,808 shares@ $8.65 avg price
EIPIFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$18,282
984 shares@ $18.58 avg price
BXBlackstone Inc
Recent Activity
Exited
0%
$12,380
100 shares@ $123.8 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$4,062
27 shares@ $150.45 avg price
ZMZoom Video
Recent Activity
Exited
0%
$2,960
50 shares@ $59.2 avg price
OEFIshares Tr
Recent Activity
Exited
0%
$2,114
8 shares@ $264.25 avg price
IYWIshares Tr
Recent Activity
Exited
0%
$1,957
13 shares@ $150.54 avg price
SPWRQSunpower Corp
Recent Activity
Exited
0%
$1,776
600 shares@ $2.96 avg price
QUALIshares Tr
Recent Activity
Exited
0%
$1,708
10 shares@ $170.8 avg price
WENWendys Co
Recent Activity
Exited
0%
$1,696
100 shares@ $16.96 avg price