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
$141M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.77M
3
+$1.24M
4
DXCM icon
DexCom
DXCM
+$933K
5
JAKK icon
Jakks Pacific
JAKK
+$855K

Top Sells

1
+$2.8M
2
+$2.5M
3
+$1.73M
4
LMNR icon
Limoneira
LMNR
+$1.56M
5
CVCO icon
Cavco Industries
CVCO
+$1.48M

Sector Composition

1 Industrials 25.63%
2 Consumer Discretionary 20.42%
3 Technology 15.5%
4 Financials 7.51%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-55,000
52
– –
-90,864
53
– –
-1,500
54
– –
-50,000
55
– –
-5,000
56
– –
-200,000
1 2
3