CFM

Crawford Fund Management Portfolio holdings

AUM $312M
1-Year Est. Return 17.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$4.9M
3
+$3.68M
4
SAM icon
Boston Beer
SAM
+$3.39M
5
ROKU icon
Roku
ROKU
+$2.26M

Top Sells

1
+$4.51M
2
+$4.29M
3
+$3.96M
4
SII
Sprott
SII
+$3.14M
5
MOS icon
The Mosaic Company
MOS
+$2.76M

Sector Composition

1 Financials 26.28%
2 Consumer Discretionary 12.11%
3 Communication Services 10.95%
4 Consumer Staples 10.74%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 8.48%
33,600
2
$8.13M 6.44%
+111,800
3
$7.41M 5.87%
123,706
+38,600
4
$6.91M 5.48%
225,600
-39,200
5
$6.87M 5.44%
22,515
+11,850
6
$6.4M 5.07%
38,557
7
$5.92M 4.69%
87,310
+400
8
$5.85M 4.64%
122,024
+5,200
9
$5.81M 4.6%
57,570
-8,091
10
$5.53M 4.38%
7,909
11
$5.4M 4.28%
43,127
12
$5.38M 4.26%
+30,750
13
$5.23M 4.15%
21,375
+6,375
14
$4.66M 3.69%
132,477
+85,380
15
$3.7M 2.93%
373,174
+127,200
16
$3.68M 2.91%
27,243
-26,957
17
$3.67M 2.91%
88,739
-74,861
18
$3.35M 2.65%
256,746
+25,100
19
$3.32M 2.63%
16,800
-900
20
$3.21M 2.55%
83,363
-27,873
21
$2.88M 2.28%
210,589
+38,757
22
$2.46M 1.95%
61,525
+12,307
23
$2.05M 1.63%
208,679
24
$1.52M 1.21%
49,285
-32,744
25
$1.41M 1.12%
7,887
+1,100
1
2 3 4 5