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
$149M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$6.11M
2 +$5.01M
3 +$3.78M
4
NWL icon
Newell Brands
NWL
+$3.35M
5
ROKU icon
Roku
ROKU
+$3.03M

Top Sells

1 +$3.47M
2 +$3.46M
3 +$3.18M
4
CUBI icon
Customers Bancorp
CUBI
+$2.88M
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 7.29%
146,332
+39,950
2
$9.69M 6.49%
45,076
+920
3
$9.54M 6.39%
158,100
+29,300
4
$8.02M 5.37%
26,736
+6,800
5
$7.77M 5.2%
98,834
+1,174
6
$7.65M 5.12%
21,680
-2,012
7
$7.52M 5.04%
57,027
+9,700
8
$7.51M 5.03%
187,994
+51,401
9
$5.88M 3.94%
559,874
+60,000
10
$5.79M 3.88%
36,643
-6,914
11
$5.41M 3.63%
+57,165
12
$5.39M 3.61%
290,338
+127,902
13
$5.2M 3.48%
+142,600
14
$4.78M 3.2%
418,689
+101,600
15
$4.59M 3.07%
99,245
+7,998
16
$4.46M 2.99%
101,032
-75,600
17
$4.38M 2.94%
40,011
+5,200
18
$4.14M 2.77%
324,346
+36,900
19
$4.03M 2.7%
4,620
-1,500
20
$3.78M 2.53%
89,739
-9,400
21
$3.68M 2.46%
+369,300
22
$3.37M 2.25%
+34,500
23
$2.96M 1.98%
22,550
-1,200
24
$2.83M 1.9%
26,508
-31,279
25
$2.63M 1.76%
+12,700