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

Top Buys

1
+$4.48M
2
+$2.87M
3
+$2.62M
4
UPLD icon
Upland Software
UPLD
+$2.29M
5
AGM icon
Federal Agricultural Mortgage
AGM
+$2.21M

Top Sells

1
+$4.59M
2
+$3.35M
3
+$2.73M
4
IIPR icon
Innovative Industrial Properties
IIPR
+$1.83M
5
TWOU
2U Inc
TWOU
+$1.77M

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
– –
-14,000
52
– –
-70,000
53
– –
-15,000
54
– –
-21,000
55
– –
-833
56
– –
-37,000
57
– –
-160,000
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