CAM
Crown Advisors Management Portfolio holdings
AUM
$125M
This Quarter Return
+2.27%
1 Year Return
+27.35%
3 Year Return
+184.8%
5 Year Return
+474.82%
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+1.8%)
Cap. Flow
+$8.05M
Cap. Flow
% of AUM
5.66%
Top 10 Holdings %
Top 10 Hldgs %
45.29%
Holding
47
New
7
Increased
1
Reduced
1
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$6.01M |
| 2 |
National Storage Affiliates Trust
NSA
|
$3.17M |
| 3 |
Federal Agricultural Mortgage
AGM
|
$2.71M |
| 4 |
Clarus
CLAR
|
$1.92M |
| 5 |
CHS
Chicos FAS, Inc.
CHS
|
$1.35M |
Top Sells
| 1 |
Equity Lifestyle Properties
ELS
|
$2.6M |
| 2 |
Armstrong World Industries
AWI
|
$2.15M |
| 3 |
Cohu
COHU
|
$1.84M |
| 4 |
Sonic Automotive
SAH
|
$1.34M |
| 5 |
BlueLinx
BXC
|
$244K |
Sector Composition
| 1 | Consumer Discretionary | 34.93% |
| 2 | Technology | 19.97% |
| 3 | Industrials | 19.9% |
| 4 | Real Estate | 13.84% |
| 5 | Healthcare | 5.5% |
