We are live on ! Find out more
CAM

Crown Advisors Management Portfolio holdings

AUM $151M
1-Year Est. Return 73.11%
This Fund
S&P 500
This Quarter Est. Return
+8.57%
1 Year Est. Return
+73.11%
3 Year Est. Return
+216.17%
5 Year Est. Return
+405.17%
10 Year Est. Return
–
AUM
$118M
AUM Growth
+$12.8M
Cap. Flow
+$4.39M
Cap. Flow %
3.72%
Top 10 Hldgs %
43.26%
Holding
50
New
10
Increased
1
Reduced
6
Closed
5

Top Buys

1
ACC
American Campus Communities, Inc.
ACC
+$3M
2
RCL icon
Royal Caribbean
RCL
+$2.2M
3
MASI
Masimo
MASI
+$1.9M
4
ICHR icon
Ichor Holdings
ICHR
+$1.79M
5
USCR
U S Concrete, Inc.
USCR
+$1.49M

Top Sells

1
LTXB
LegacyTexas Financial Group Inc
LTXB
+$1.93M
2
ALG icon
Alamo Group
ALG
+$1.37M
3
CUTR
Cutera, Inc.
CUTR
+$1.02M
4
NVDA icon
NVIDIA
NVDA
+$972K
5
LGIH icon
LGI Homes
LGIH
+$645K

Sector Composition

1 Consumer Discretionary 21.28%
2 Consumer Staples 15.73%
3 Technology 13.55%
4 Real Estate 10.96%
5 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOPE icon
1
Grand Canyon Education
LOPE
$3.8B
$10.4M 8.77%
92,793
– –
NVDA icon
2
NVIDIA
NVDA
$5.02T
$6.99M 5.92%
1,180,000
-160,000
-12% -$972K
BBSI icon
3
Barrett Business Services
BBSI
$990M
$4.83M 4.09%
200,000
– –
CVSA
4
Covista Inc
CVSA
$3.96B
$4.81M 4.07%
100,000
– –
ROST icon
5
Ross Stores
ROST
$74.7B
$4.6M 3.89%
54,232
– –
LGIH icon
6
LGI Homes
LGIH
$1.42B
$4.33M 3.67%
75,000
-10,000
-12% -$645K
CVCO icon
7
Cavco Industries
CVCO
$4.51B
$4.15M 3.52%
20,000
– –
POOL icon
8
Pool Corp
POOL
$7.58B
$3.79M 3.21%
25,000
– –
TCBI icon
9
Texas Capital Bancshares
TCBI
$4.71B
$3.66M 3.1%
40,000
-5,000
-11% -$485K
TIER
10
DELISTED
TIER REIT, Inc.
TIER
$3.57M 3.02%
150,000
– –
NXRT
11
NexPoint Residential Trust
NXRT
$701M
$3.56M 3.01%
125,000
– –
QDEL icon
12
QuidelOrtho
QDEL
$1.24B
$3.33M 2.82%
50,000
– –
PRDO icon
13
Perdoceo Education
PRDO
$2.04B
$3.23M 2.74%
200,000
– –
ACC
14
DELISTED
American Campus Communities, Inc.
ACC
$3.22M 2.72%
+75,000
New +$3M
SIX
15
DELISTED
Six Flags Entertainment Corp.
SIX
$2.94M 2.49%
42,000
– –
ICUI icon
16
ICU Medical
ICUI
$4.05B
$2.94M 2.49%
10,000
– –
NXST icon
17
Nexstar Media Group
NXST
$5.66B
$2.94M 2.49%
40,000
– –
CZR icon
18
Caesars Entertainment
CZR
$6.09B
$2.93M 2.48%
75,000
– –
FCFS icon
19
FirstCash
FCFS
$9.49B
$2.7M 2.28%
30,000
+5,000
+20% +$442K
EXR icon
20
Extra Space Storage
EXR
$31.8B
$2.5M 2.11%
25,000
– –
ON icon
21
ON Semiconductor
ON
$34.3B
$2.22M 1.88%
100,000
– –
CCS icon
22
Century Communities
CCS
$1.96B
$2.21M 1.87%
70,000
– –
MCRI icon
23
Monarch Casino & Resort
MCRI
$2.24B
$2.2M 1.87%
50,000
– –
XCRA
24
DELISTED
Xcerra Corporation
XCRA
$2.1M 1.78%
150,000
– –
BOOT icon
25
Boot Barn
BOOT
$4.67B
$2.08M 1.76%
100,000
– –
1
2

Similar funds

LM
Lansing Management New York $151M AUM 13.85% 1-Year Est. Return
WBCM
Wilson & Boucher Capital Management Moraga, California $151M AUM 18.75% 1-Year Est. Return
BDS
Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return
CCM
Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $151M AUM 20.78% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
FC
FACT Capital New York $150M AUM 53.4% 1-Year Est. Return