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
$126M
AUM Growth
-$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.04M
3
+$3.91M
4
TER icon
Teradyne
TER
+$3.79M
5
KLIC icon
Kulicke & Soffa
KLIC
+$3.13M

Top Sells

1
+$5.01M
2
+$4.73M
3
+$4.47M
4
BOOT icon
Boot Barn
BOOT
+$4.45M
5
WD icon
Walker & Dunlop
WD
+$3.88M

Sector Composition

1 Industrials 19.64%
2 Technology 17.57%
3 Healthcare 15.97%
4 Real Estate 15.37%
5 Consumer Discretionary 14.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-60,000
52
– –
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53
– –
-100,000
54
– –
-25,000
55
– –
-75,000
56
– –
-150,000
57
– –
-30,000
1 2
3