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
$140M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.78M
3
+$2.1M
4
DHI icon
D.R. Horton
DHI
+$1.88M
5
ELA icon
Envela
ELA
+$911K

Top Sells

1
+$3.68M
2
+$2.95M
3
+$2.45M
4
IBP icon
Installed Building Products
IBP
+$1.22M
5
MASI icon
Masimo
MASI
+$1.14M

Sector Composition

1 Consumer Discretionary 37.38%
2 Technology 22.16%
3 Industrials 19.82%
4 Real Estate 13.18%
5 Healthcare 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.74%
25,000
27
$2.34M 1.67%
26,000
-4,000
28
$2.26M 1.62%
5,000
29
$2.15M 1.53%
20,000
30
$1.97M 1.41%
+20,000
31
$1.87M 1.34%
5,000
32
$1.84M 1.32%
50,000
33
$1.81M 1.29%
+20,000
34
$1.34M 0.96%
30,000
35
$1.26M 0.9%
90,864
36
$1.23M 0.88%
50,000
+30,000
37
$966K 0.69%
1,500
38
$960K 0.69%
+200,000
39
$727K 0.52%
3,000
-5,000
40
– –
-100,000
41
– –
0
42
– –
-50,000
43
– –
-55,000
44
– –
-50,000
1
2