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
$110M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.77M
3
+$1.68M
4
UFPT icon
UFP Technologies
UFPT
+$1.6M
5
HURN icon
Huron Consulting
HURN
+$1.47M

Top Sells

1
+$2.26M
2
+$1.33M
3
+$1.31M
4
STRS icon
Stratus Properties
STRS
+$1.17M
5
LMNR icon
Limoneira
LMNR
+$1.13M

Sector Composition

1 Consumer Discretionary 28.1%
2 Industrials 23.02%
3 Energy 9.04%
4 Technology 8.76%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-50,000
1 2
3