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
$149M
AUM Growth
+$4.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.08M
3
+$2.81M
4
HAE icon
Haemonetics
HAE
+$2.54M
5
ASGN icon
ASGN Inc
ASGN
+$2.47M

Top Sells

1
+$3.58M
2
+$2.96M
3
+$2.88M
4
PAYS icon
Paysign
PAYS
+$2.67M
5
UPLD icon
Upland Software
UPLD
+$2.28M

Sector Composition

1 Consumer Discretionary 22.21%
2 Technology 16.69%
3 Real Estate 14%
4 Industrials 10.63%
5 Healthcare 10.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,000
52
– –
-30,000
53
– –
-50,000
54
– –
-40,000
55
– –
-25,000
1 2
3