CAM
Crown Advisors Management Portfolio holdings
AUM
$125M
This Quarter Return
+16.53%
1 Year Return
+27.35%
3 Year Return
+184.8%
5 Year Return
+474.82%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+22%)
Cap. Flow
+$9.76M
Cap. Flow
% of AUM
7.29%
Top 10 Holdings %
Top 10 Hldgs %
41.31%
Holding
51
New
9
Increased
7
Reduced
2
Closed
2
Top Buys
| 1 |
Calavo Growers
CVGW
|
$2.88M |
| 2 |
Axcelis
ACLS
|
$2M |
| 3 |
Archrock
AROC
|
$1.95M |
| 4 |
Cheesecake Factory
CAKE
|
$1.75M |
| 5 |
Charles Schwab
SCHW
|
$1.57M |
Top Sells
| 1 |
Matador Resources
MTDR
|
$2.86M |
| 2 |
Cavco Industries
CVCO
|
$1.59M |
| 3 |
Huron Consulting
HURN
|
$1.45M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$1.23M |
Sector Composition
| 1 | Consumer Discretionary | 26.99% |
| 2 | Industrials | 23.27% |
| 3 | Technology | 11.7% |
| 4 | Financials | 7.25% |
| 5 | Real Estate | 6.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Huron Consulting
HURN
$2.39B
| – | – |
-20,000
| Closed | -$1.45M |
|