CAM

Crown Advisors Management Portfolio holdings

AUM $149M
1-Year Est. Return 36.51%
This Quarter Est. Return
1 Year Est. Return
+36.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.8M
3
+$2.22M
4
LMNR icon
Limoneira
LMNR
+$1.56M
5
ACA icon
Arcosa
ACA
+$1.51M

Top Sells

1
+$3.4M
2
+$2.36M
3
+$1.45M
4
EGY icon
Vaalco Energy
EGY
+$906K
5
FLUX icon
Flux Power
FLUX
+$534K

Sector Composition

1 Industrials 25.56%
2 Consumer Discretionary 22.21%
3 Technology 13.32%
4 Financials 6.83%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.63%
55,000
27
$2.27M 1.48%
75,000
28
$2.25M 1.46%
20,000
29
$2.22M 1.44%
+40,000
30
$2.18M 1.42%
100,000
-20,000
31
$2.08M 1.36%
5,000
32
$2.01M 1.31%
375,000
33
$1.87M 1.22%
200,000
34
$1.73M 1.13%
50,000
35
$1.7M 1.11%
30,000
36
$1.56M 1.01%
+100,000
37
$1.55M 1.01%
15,000
38
$1.54M 1%
150,000
-50,000
39
$1.51M 0.99%
+20,000
40
$1.48M 0.96%
5,000
-8,000
41
$1.45M 0.94%
100,000
-100,000
42
$1.28M 0.83%
+20,000
43
$1.24M 0.81%
6,000
44
$1.21M 0.79%
90,864
45
$938K 0.61%
140,000
46
$913K 0.59%
20,000
47
$878K 0.57%
200,000
-100,000
48
$757K 0.49%
15,000
49
$718K 0.47%
30,000
50
$579K 0.38%
29,000
1
2
3