CAM

Crown Advisors Management Portfolio holdings

AUM $149M
1-Year Est. Return 36.51%
This Quarter Est. Return
1 Year Est. Return
+36.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2M
3 +$1.95M
4
CAKE icon
Cheesecake Factory
CAKE
+$1.75M
5
SCHW icon
Charles Schwab
SCHW
+$1.57M

Top Sells

1 +$2.86M
2 +$1.59M
3 +$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 Change
in Stake
Capital Flow
51
-50,000