CAM

Crown Advisors Management Portfolio holdings

AUM $125M
1-Year Est. Return 27.35%
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
-$861K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$2.51M
3 +$2.13M
4
LTXB
LegacyTexas Financial Group Inc
LTXB
+$1.7M
5
CXO
CONCHO RESOURCES INC.
CXO
+$1.53M

Top Sells

1 +$4.83M
2 +$2.1M
3 +$1.76M
4
LOPE icon
Grand Canyon Education
LOPE
+$1.69M
5
ICHR icon
Ichor Holdings
ICHR
+$1.59M

Sector Composition

1 Consumer Discretionary 23.63%
2 Consumer Staples 13.32%
3 Healthcare 11.62%
4 Technology 11.53%
5 Real Estate 11.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-40,000