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Crown Advisors Management Portfolio holdings

AUM $151M
1-Year Est. Return 73.11%
This Fund
S&P 500
This Quarter Est. Return
+14.59%
1 Year Est. Return
+73.11%
3 Year Est. Return
+216.17%
5 Year Est. Return
+405.17%
10 Year Est. Return
–
AUM
$145M
AUM Growth
+$17.2M
Cap. Flow
+$565K
Cap. Flow %
0.39%
Top 10 Hldgs %
46.02%
Holding
44
New
6
Increased
1
Reduced
3
Closed
4

Top Buys

1
GDEN
Golden Entertainment
GDEN
+$3.82M
2
EVRI
Everi Holdings
EVRI
+$3.78M
3
COLM icon
Columbia Sportswear
COLM
+$2.1M
4
DHI icon
D.R. Horton
DHI
+$1.88M
5
ELA icon
Envela
ELA
+$911K

Top Sells

1
AHCO icon
AdaptHealth
AHCO
+$3.68M
2
MHO icon
M/I Homes
MHO
+$2.95M
3
PGNY icon
Progyny
PGNY
+$2.45M
4
IBP icon
Installed Building Products
IBP
+$1.22M
5
MASI
Masimo
MASI
+$1.14M

Sector Composition

1 Consumer Discretionary 36.09%
2 Technology 21.39%
3 Industrials 19.13%
4 Real Estate 12.72%
5 Healthcare 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.02T
$8.8M 6.08%
440,000
– –
LGIH icon
2
LGI Homes
LGIH
$1.42B
$8.1M 5.59%
50,000
– –
CCS icon
3
Century Communities
CCS
$1.96B
$7.52M 5.19%
113,000
– –
BLDR icon
4
Builders FirstSource
BLDR
$8.41B
$7.46M 5.15%
175,000
– –
POOL icon
5
Pool Corp
POOL
$7.58B
$6.42M 4.43%
14,000
– –
ROST icon
6
Ross Stores
ROST
$74.7B
$6.2M 4.28%
50,000
– –
DECK icon
7
Deckers Outdoor
DECK
$15.1B
$6.14M 4.24%
96,000
– –
TER icon
8
Teradyne
TER
$50.5B
$6.03M 4.16%
45,000
– –
MEI icon
9
PUT
Methode Electronics
MEI
$544M
$5M 3.45%
+500
New +$23.3K
EVRI
10
DELISTED
Everi Holdings
EVRI
$4.99M 3.44%
+200,000
New +$3.78M
TTEK icon
11
Tetra Tech
TTEK
$8.31B
$4.88M 3.37%
200,000
– –
GDEN
12
DELISTED
Golden Entertainment
GDEN
$4.48M 3.09%
+100,000
New +$3.82M
NXRT
13
NexPoint Residential Trust
NXRT
$701M
$4.12M 2.85%
75,000
– –
LRCX icon
14
Lam Research
LRCX
$401B
$3.9M 2.7%
60,000
– –
ON icon
15
ON Semiconductor
ON
$34.3B
$3.83M 2.64%
100,000
– –
BXC icon
16
BlueLinx
BXC
$483M
$3.77M 2.6%
75,000
– –
IBP icon
17
Installed Building Products
IBP
$6.34B
$3.67M 2.53%
30,000
-10,000
-25% -$1.22M
CVCO icon
18
Cavco Industries
CVCO
$4.51B
$3.33M 2.3%
15,000
– –
CRMT icon
19
America's Car Mart
CRMT
$34.9M
$3.26M 2.25%
23,000
– –
NVR icon
20
NVR
NVR
$18.1B
$3.23M 2.23%
650
– –
WIRE
21
DELISTED
Encore Wire Corp
WIRE
$3.03M 2.09%
40,000
– –
XRN
22
Chiron Real Estate Inc
XRN
$551M
$2.95M 2.04%
40,000
– –
SBUX icon
23
Starbucks
SBUX
$124B
$2.79M 1.93%
25,000
– –
TECH icon
24
Bio-Techne
TECH
$11.2B
$2.7M 1.87%
24,000
– –
ELS icon
25
Equity Lifestyle Properties
ELS
$12.8B
$2.6M 1.8%
35,000
– –
1
2

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