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CFM
Crawford Fund Management Portfolio holdings
AUM
$307M
1-Year Est. Return
14.79%
This Fund
S&P 500
1 Year Est. Return
+14.79%
AUM
$307M
AUM Growth
-$5.34M
(-1.7%)
Holding
218
Top Buys
| 1 | +$13.6M | |
| 2 | +$12.8M | |
| 3 | +$8.6M | |
| 4 |
Houlihan Lokey
HLI
|
+$8.31M |
| 5 |
Toast
TOST
|
+$8.05M |
Top Sells
| 1 | +$16.3M | |
| 2 | +$15.9M | |
| 3 | +$12M | |
| 4 |
Option Care Health
OPCH
|
+$11.9M |
| 5 |
Cheniere Energy
LNG
|
+$9.04M |
Sector Composition
| 1 | Financials | 29.19% |
| 2 | Technology | 17.94% |
| 3 | Consumer Discretionary | 15.63% |
| 4 | Communication Services | 9.91% |
| 5 | Healthcare | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Uber
UBER
$148B
| $21.1M | 6.88% |
293,264
+68,700
|
|
||
2
Roku
ROKU
$20.7B
| $19.2M | 6.26% |
202,800
+139,740
|
|
||
3
Morningstar
MORN
$6.47B
| $15.1M | 4.92% |
89,200
+68,900
|
|
||
4
WisdomTree
WT
$2.86B
| $14.9M | 4.87% |
1,025,834
-215,435
|
|
||
5
Booz Allen Hamilton
BAH
$8.88B
| $14.8M | 4.83% |
189,911
+35,300
|
|
||
6
XPEL
XPEL
$1.26B
| $14.7M | 4.79% |
332,051
-32,200
|
|
||
7
Crocs
CROX
$6.4B
| $14.7M | 4.78% |
176,513
+100,430
|
|
||
8
Customers Bancorp
CUBI
$2.58B
| $14.1M | 4.61% |
203,750
+19,900
|
|
||
|
9
Toast
TOST
$14.8B
| $13.9M | 4.53% |
523,836
+269,900
|
|
||
|
10
Cheniere Energy
LNG
$47.7B
| $13.1M | 4.26% |
46,045
-39,130
|
|
||
|
SA
11
Seabridge Gold
SA
$3.42B
| $12.3M | 4.02% |
434,743
+29,000
|
|
||
12
Nexstar Media Group
NXST
$5.21B
| $11.2M | 3.65% |
61,893
-28,700
|
|
||
13
Bank of N.T. Butterfield & Son
NTB
$2.32B
| $10.9M | 3.55% |
207,404
+5,900
|
|
||
14
Green Brick Partners
GRBK
$3.19B
| $10.1M | 3.29% |
156,700
+62,800
|
|
||
15
Kaspi.kz JSC
KSPI
$16.1B
| $10M | 3.27% |
135,429
+45,660
|
|
||
16
CDW
CDW
$16.7B
| $9.98M | 3.25% |
82,452
+32,000
|
|
||
17
Home Bancorp
HBCP
$524M
| $9.78M | 3.19% |
161,459
-8,989
|
|
||
18
Boston Beer
SAM
$1.85B
| $9.07M | 2.96% |
39,381
-22,100
|
|
||
19
United Therapeutics
UTHR
$23.4B
| $8.82M | 2.88% |
14,868
+5,875
|
|
||
20
Airbnb
ABNB
$83.9B
| $8.49M | 2.77% |
67,192
+19,400
|
|
||
21
Chemed
CHE
$5.68B
| $8.06M | 2.63% |
21,325
+6,850
|
|
||
|
22
Houlihan Lokey
HLI
$9.96B
| $7.26M | 2.37% |
+50,531
|
|
||
23
Kinsale Capital Group
KNSL
$7.2B
| $7.16M | 2.34% |
20,970
+18,470
|
|
||
24
Harrow
HROW
$1.5B
| $6.82M | 2.22% |
193,300
+89,900
|
|
||
25
Nelnet
NNI
$4.72B
| $6.06M | 1.97% |
46,955
+865
|
|