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
$170M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.6M
3
+$2.6M
4
SAM icon
Boston Beer
SAM
+$2.32M
5
GRBK icon
Green Brick Partners
GRBK
+$2.18M

Top Sells

1
+$7.43M
2
+$3.01M
3
+$2.32M
4
UBER icon
Uber
UBER
+$1.24M
5
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$1.2M

Sector Composition

1 Consumer Discretionary 18.99%
2 Financials 16.8%
3 Technology 15.85%
4 Communication Services 15.27%
5 Healthcare 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 7.93%
144,300
-15,100
2
$12.8M 7.55%
145,804
+22,464
3
$11.2M 6.58%
45,876
4
$10.6M 6.26%
37,015
+8,700
5
$9.63M 5.67%
50,486
+10,100
6
$8.76M 5.16%
84,090
+7,492
7
$8.68M 5.11%
85,711
+6,600
8
$7.87M 4.64%
59,500
+8,000
9
$7.68M 4.52%
173,300
10
$7.26M 4.27%
202,203
-29,617
11
$7.06M 4.16%
40,843
+10,200
12
$6.92M 4.07%
476,418
-13,000
13
$6.6M 3.89%
127,508
+23,761
14
$6.6M 3.88%
573,174
+128,000
15
$6.12M 3.61%
55,374
-22,781
16
$6.07M 3.57%
34,116
+6,900
17
$6.06M 3.57%
176,845
+8,300
18
$5.97M 3.51%
24,027
+10,746
19
$5.23M 3.08%
61,565
+800
20
$5.15M 3.03%
361,346
21
$4.21M 2.48%
34,783
+18,142
22
$2.53M 1.49%
+5,200
23
$2.31M 1.36%
+36,700
24
$561K 0.33%
700
-10,350
25
$484K 0.28%
6,658
-40,542
1
2 3 4 5