CAM

Crown Advisors Management Portfolio holdings

AUM $125M
1-Year Est. Return 27.35%
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.98M
3
+$2.61M
4
AMT icon
American Tower
AMT
+$2.58M
5
CONE
CyrusOne Inc Common Stock
CONE
+$2.55M

Top Sells

1
+$9.15M
2
+$4.04M
3
+$3.95M
4
CUZ icon
Cousins Properties
CUZ
+$3.49M
5
KLIC icon
Kulicke & Soffa
KLIC
+$3.13M

Sector Composition

1 Consumer Discretionary 20.11%
2 Technology 18.38%
3 Healthcare 17.37%
4 Industrials 17.24%
5 Real Estate 16.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.71M 4.59%
30,000
-10,000
2
$6.34M 4.34%
75,000
+5,000
3
$5.72M 3.92%
65,000
-10,000
4
$5.54M 3.79%
350,000
5
$5.52M 3.78%
180,000
-20,000
6
$5.44M 3.72%
20,000
-5,000
7
$5.11M 3.5%
150,000
8
$4.95M 3.39%
50,000
9
$4.91M 3.36%
150,000
10
$4.82M 3.3%
25,000
+5,000
11
$4.62M 3.16%
54,232
12
$4.42M 3.03%
125,000
-25,000
13
$4.37M 2.99%
460,000
14
$4.34M 2.97%
12,500
15
$4.14M 2.83%
200,000
+50,000
16
$4.05M 2.77%
50,000
17
$3.96M 2.71%
60,000
18
$3.76M 2.57%
150,000
19
$3.46M 2.37%
25,000
20
$3.42M 2.34%
15,000
-5,000
21
$3.4M 2.33%
300,000
22
$3.24M 2.22%
+32,000
23
$3.23M 2.21%
100,000
+40,000
24
$3.12M 2.14%
50,000
25
$3.06M 2.09%
75,000
1
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