CFM

Crawford Fund Management Portfolio holdings

AUM $170M
1-Year Est. Return 5.03%
This Quarter Est. Return
1 Year Est. Return
+5.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$5.2M
3
+$3.68M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$3.37M
5
ROKU icon
Roku
ROKU
+$2.97M

Top Sells

1
+$3.34M
2
+$3.34M
3
+$3.26M
4
CUBI icon
Customers Bancorp
CUBI
+$2.79M
5
CLFD icon
Clearfield
CLFD
+$1.99M

Sector Composition

1 Financials 19.12%
2 Consumer Discretionary 16.12%
3 Technology 15.26%
4 Consumer Staples 11.36%
5 Communication Services 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.41%
9,381
+4,500
27
$1.23M 0.21%
10,200
28
$1.21M 0.21%
3,000
29
$1.01M 0.18%
39,900
30
$526K 0.09%
992
-6,158
31
$487K 0.08%
10,000
-57,353
32
$363K 0.06%
+19,800
33
$240K 0.04%
91,838
-24,900
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