CFM
Crawford Fund Management Portfolio holdings
AUM
$312M
1-Year Est. Return
17.21%
This Fund
S&P 500
1 Year Est. Return
+17.21%
AUM
$312M
AUM Growth
+$127M
(+69%)
Holding
219
Top Sells
| 1 | +$5.37M | |
| 2 | +$4.54M | |
| 3 | +$4.32M | |
| 4 |
Roku
ROKU
|
+$3.61M |
| 5 |
Vericel Corp
VCEL
|
+$3.35M |
Sector Composition
| 1 | Financials | 26.7% |
| 2 | Consumer Discretionary | 13.65% |
| 3 | Technology | 13.22% |
| 4 | Communication Services | 13.19% |
| 5 | Energy | 9.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Nexstar Media Group
NXST
$7.21B
| $18.4M | 5.9% |
90,593
+33,250
|
|
||
2
Uber
UBER
$160B
| $18.3M | 5.88% |
224,564
+85,764
|
|
||
3
XPEL
XPEL
$1.03B
| $18.2M | 5.83% |
364,251
+104,048
|
|
||
4
Cheniere Energy
LNG
$52.9B
| $16.6M | 5.31% |
85,175
+36,299
|
|
||
5
Grupo Cibest SA
CIB
$16.2B
| $16.3M | 5.23% |
256,601
+92,101
|
|
||
6
Yelp
YELP
$1.45B
| $15.9M | 5.1% |
523,958
+261,913
|
|
||
7
WisdomTree
WT
$2.13B
| $15.1M | 4.85% |
1,241,269
+548,095
|
|
||
8
Customers Bancorp
CUBI
$2.27B
| $13.4M | 4.31% |
+183,850
|
|
||
9
Booz Allen Hamilton
BAH
$9.3B
| $13M | 4.18% |
154,611
+57,961
|
|
||
|
SA
10
Seabridge Gold
SA
$3.29B
| $12M | 3.85% |
405,743
-10,675
|
|
||
11
Boston Beer
SAM
$2.41B
| $12M | 3.85% |
61,481
+18,795
|
|
||
12
Texas Pacific Land
TPL
$36.5B
| $12M | 3.84% |
41,687
+13,037
|
|
||
13
Option Care Health
OPCH
$4.65B
| $11.7M | 3.75% |
+367,000
|
|
||
14
Bank of N.T. Butterfield & Son
NTB
$2.02B
| $10M | 3.22% |
+201,504
|
|
||
15
Home Bancorp
HBCP
$459M
| $9.85M | 3.16% |
170,448
+42,940
|
|
||
16
Toast
TOST
$16.7B
| $9.02M | 2.89% |
253,936
+127,886
|
|
||
17
Kaspi.kz JSC
KSPI
$14B
| $7.01M | 2.25% |
89,769
+32,104
|
|
||
18
Hingham Institution for Saving
HIFS
$588M
| $6.98M | 2.24% |
24,566
+5,139
|
|
||
19
CDW
CDW
$15.1B
| $6.87M | 2.2% |
50,452
+27,152
|
|
||
|
20
Roku
ROKU
$14.2B
| $6.84M | 2.19% |
63,060
-35,597
|
|
||
21
Crocs
CROX
$3.99B
| $6.51M | 2.09% |
76,083
+43,287
|
|
||
22
Airbnb
ABNB
$79.1B
| $6.49M | 2.08% |
47,792
+1,292
|
|
||
23
Chemed
CHE
$5.5B
| $6.19M | 1.99% |
+14,475
|
|
||
24
Nelnet
NNI
$4.59B
| $6.13M | 1.96% |
46,090
+11,307
|
|
||
25
Green Brick Partners
GRBK
$2.83B
| $5.88M | 1.89% |
+93,900
|
|