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
$153M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.8M
3
+$2.22M
4
LMNR icon
Limoneira
LMNR
+$1.56M
5
ACA icon
Arcosa
ACA
+$1.51M

Top Sells

1
+$3.4M
2
+$2.36M
3
+$1.45M
4
EGY icon
Vaalco Energy
EGY
+$906K
5
FLUX icon
Flux Power
FLUX
+$534K

Sector Composition

1 Industrials 25.56%
2 Consumer Discretionary 22.21%
3 Technology 13.32%
4 Financials 6.83%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$568K 0.37%
1,500
52
$267K 0.17%
+25,000
53
– –
-200,000
54
– –
-110,000
55
– –
-20,000
56
– –
-150,000
1 2
3