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
1
$10.9M 1.89%
146,332
+39,950
2
$9.69M 1.68%
45,076
+920
3
$9.54M 1.65%
158,100
+29,300
4
$8.02M 1.39%
26,736
+6,800
5
$7.77M 1.35%
98,834
+1,174
6
$7.65M 1.33%
21,680
-2,012
7
$7.52M 1.3%
57,027
+9,700
8
$7.51M 1.3%
187,994
+51,401
9
$5.88M 1.02%
559,874
+60,000
10
$5.79M 1%
36,643
-6,914
11
$5.41M 0.94%
+57,165
12
$5.39M 0.93%
290,338
+127,902
13
$5.2M 0.9%
+142,600
14
$4.78M 0.83%
418,689
+101,600
15
$4.59M 0.79%
99,245
+7,998
16
$4.46M 0.77%
101,032
-75,600
17
$4.38M 0.76%
40,011
+5,200
18
$4.14M 0.72%
324,346
+36,900
19
$4.03M 0.7%
4,620
-1,500
20
$3.78M 0.66%
89,739
-9,400
21
$3.68M 0.64%
+369,300
22
$3.37M 0.58%
+34,500
23
$2.96M 0.51%
22,550
-1,200
24
$2.83M 0.49%
26,508
-31,279
25
$2.63M 0.46%
+12,700
1
2 3 4 5