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
$156M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$2.88M
3
+$2.39M
4
AXNX
Axonics, Inc. Common Stock
AXNX
+$2.39M
5
EXPO icon
Exponent
EXPO
+$1.98M

Top Sells

1
+$3.17M
2
+$2.64M
3
+$2.52M
4
RP
RealPage, Inc.
RP
+$2.51M
5
TTEC icon
TTEC Holdings
TTEC
+$2.39M

Sector Composition

1 Consumer Discretionary 24.8%
2 Industrials 13.91%
3 Real Estate 13.78%
4 Financials 11.59%
5 Technology 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-15,000
52
– –
-45,000
53
– –
-40,000
1 2
3