Christopher Anderson

@Caldwell Sutter Capital, Inc.

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$214.598M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOODGladstone Recent Activity Exited	0%	$1,670 117 shares@ $14.28 avg price	Exited
2316⤦Nxg Nextgen Infrastr Incm Fd Recent Activity Exited	0%	$1,523 2,769 shares@ $0.56 avg price	Exited
CMCanadian Imperial Bk Recent Activity Exited	0%	$1,379 29 shares@ $47.56 avg price	Exited
IGVIshares Tr Recent Activity Exited	0%	$1,304 15 shares@ $86.94 avg price	Exited
INGNInogen Inc Recent Activity Exited	0%	$1,260 155 shares@ $8.13 avg price	Exited
EWQIshares Inc Recent Activity Exited	0%	$793 21 shares@ $37.77 avg price	Exited
ASTRAstra Space Inc Recent Activity Exited	0%	$682 1,356 shares@ $0.51 avg price	Exited
PAVEGlobal X Fds Recent Activity Exited	0%	$629 17 shares@ $37.0 avg price	Exited
KIESpdf Ser Tr Recent Activity Exited	0%	$548 11 shares@ $49.82 avg price	Exited
IYTIshares Tr Recent Activity Exited	0%	$523 8 shares@ $65.38 avg price	Exited