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
$109M
AUM Growth
-$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.3M
2 +$1.89M
3 +$1.63M
4
POOL icon
Pool Corp
POOL
+$1.59M
5
LQDT icon
Liquidity Services
LQDT
+$1.47M

Top Sells

1 +$3.45M
2 +$3.07M
3 +$2.6M
4
LGIH icon
LGI Homes
LGIH
+$2.44M
5
TER icon
Teradyne
TER
+$2.36M

Sector Composition

1 Consumer Discretionary 21.64%
2 Industrials 21.13%
3 Technology 12.47%
4 Real Estate 11.54%
5 Energy 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-24,000
52
-20,000
53
-10,000