CAM
Crown Advisors Management Portfolio holdings
AUM
$125M
This Quarter Return
+13.7%
1 Year Return
+27.35%
3 Year Return
+184.8%
5 Year Return
+474.82%
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
(+9%)
Cap. Flow
+$347K
Cap. Flow
% of AUM
0.32%
Top 10 Holdings %
Top 10 Hldgs %
42.71%
Holding
51
New
7
Increased
2
Reduced
4
Closed
9
Top Buys
| 1 |
Build-A-Bear
BBW
|
$2.38M |
| 2 |
Crocs
CROX
|
$2.17M |
| 3 |
UFP Technologies
UFPT
|
$1.77M |
| 4 |
Huron Consulting
HURN
|
$1.45M |
| 5 |
DocGo
DCGO
|
$1.41M |
Top Sells
| 1 |
Liquidity Services
LQDT
|
$2.26M |
| 2 |
Cavco Industries
CVCO
|
$1.36M |
| 3 |
Berry Corp
BRY
|
$1.31M |
| 4 |
Stratus Properties
STRS
|
$1.17M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Stratus Properties
STRS
$157M
| – | – | -50,000 | Closed | -$1.17M |
|