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
$144M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.96M
3
+$2.67M
4
PAYS icon
Paysign
PAYS
+$2.67M
5
UPLD icon
Upland Software
UPLD
+$2.28M

Top Sells

1
+$4.59M
2
+$3.35M
3
+$2.73M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$2.47M
5
BOOT icon
Boot Barn
BOOT
+$1.78M

Sector Composition

1 Consumer Discretionary 22.56%
2 Real Estate 15.11%
3 Technology 14.57%
4 Consumer Staples 12.74%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-70,000
52
– –
-15,000
53
– –
-21,000
54
– –
-833
55
– –
-37,000
56
– –
-160,000
57
– –
-37,000
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