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

Top Buys

1
+$7.21M
2
+$3.34M
3
+$2.77M
4
PK icon
Park Hotels & Resorts
PK
+$2.59M
5
EXPO icon
Exponent
EXPO
+$2.07M

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
– –
-50,000
52
– –
-15,000
53
– –
-45,000
1 2
3