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
$134M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$2.2M
3 +$1.96M
4
CAKE icon
Cheesecake Factory
CAKE
+$1.86M
5
ACLS icon
Axcelis
ACLS
+$1.76M

Top Sells

1 +$2.86M
2 +$1.45M
3 +$1.38M
4
PXD
Pioneer Natural Resource Co.
PXD
+$1.29M

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