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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
HYZNHyzon Motors Inc
| 0.01% | $5 2 shares@ $2.5 avg price | New Position |