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
$140M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.48M
3
+$1.97M
4
DHI icon
D.R. Horton
DHI
+$1.81M
5
ELA icon
Envela
ELA
+$960K

Top Sells

1
+$3.68M
2
+$2.95M
3
+$2.45M
4
IBP icon
Installed Building Products
IBP
+$1.22M
5
MASI icon
Masimo
MASI
+$1.21M

Sector Composition

1 Consumer Discretionary 37.38%
2 Technology 22.16%
3 Industrials 19.82%
4 Real Estate 13.18%
5 Healthcare 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.8M 6.08%
440,000
2
$8.1M 5.59%
50,000
3
$7.52M 5.19%
113,000
4
$7.46M 5.15%
175,000
5
$6.42M 4.43%
14,000
6
$6.2M 4.28%
50,000
7
$6.14M 4.24%
96,000
8
$6.03M 4.16%
45,000
9
$4.99M 3.44%
+200,000
10
$4.88M 3.37%
200,000
11
$4.48M 3.09%
+100,000
12
$4.12M 2.85%
75,000
13
$3.9M 2.7%
60,000
14
$3.83M 2.64%
100,000
15
$3.77M 2.6%
75,000
16
$3.67M 2.53%
30,000
-10,000
17
$3.33M 2.3%
15,000
18
$3.26M 2.25%
23,000
19
$3.23M 2.23%
650
20
$3.03M 2.09%
40,000
21
$2.95M 2.04%
200,000
22
$2.79M 1.93%
25,000
23
$2.7M 1.87%
24,000
24
$2.6M 1.8%
35,000
25
$2.46M 1.7%
20,000
1
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