CAM

Crown Advisors Management Portfolio holdings

AUM $152M
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$6.95M
3
+$5.4M
4
CVCO icon
Cavco Industries
CVCO
+$4.51M
5
TCBI icon
Texas Capital Bancshares
TCBI
+$4.33M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 27.66%
2 Consumer Staples 15.76%
3 Real Estate 11.53%
4 Financials 11.39%
5 Technology 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.55%
+40,000
27
$1.61M 1.54%
+100,000
28
$1.6M 1.53%
+73,557
29
$1.56M 1.49%
+65,000
30
$1.41M 1.35%
+12,500
31
$1.26M 1.21%
+10,000
32
$1.26M 1.21%
+50,279
33
$1.17M 1.12%
+12,000
34
$1.13M 1.08%
+77,500
35
$1.12M 1.07%
+100,000
36
$1.08M 1.04%
+25,000
37
$918K 0.88%
+20,240
38
$843K 0.81%
+125,000
39
$627K 0.6%
+21,895
40
$403K 0.39%
+21,000
1
2