CAM

Crown Advisors Management Portfolio holdings

AUM $125M
1-Year Est. Return 27.35%
This Quarter Est. Return
1 Year Est. Return
+27.35%
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 +$2.38M
2 +$2.17M
3 +$1.77M
4
HURN icon
Huron Consulting
HURN
+$1.45M
5
DCGO icon
DocGo
DCGO
+$1.41M

Top Sells

1 +$2.26M
2 +$1.36M
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
-139,000