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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
+2.27%
1 Year Est. Return
+73.11%
3 Year Est. Return
+216.17%
5 Year Est. Return
+405.17%
10 Year Est. Return
–
AUM
$142M
AUM Growth
-$2.53M
Cap. Flow
-$3.21M
Cap. Flow %
-2.26%
Top 10 Hldgs %
45.29%
Holding
47
New
7
Increased
–
Reduced
2
Closed
5

Top Buys

1
NSA icon
National Storage Affiliates Trust
NSA
+$3.3M
2
AGM icon
Federal Agricultural Mortgage
AGM
+$2.48M
3
CLAR icon
Clarus
CLAR
+$2.07M
4
CHS
Chicos FAS, Inc.
CHS
+$1.71M
5
CVGW
Calavo Growers
CVGW
+$500K

Top Sells

1
ELS icon
Equity Lifestyle Properties
ELS
+$2.6M
2
AWI icon
Armstrong World Industries
AWI
+$2.15M
3
COHU icon
Cohu
COHU
+$1.84M
4
SAH icon
Sonic Automotive
SAH
+$1.34M
5
NVDA icon
NVIDIA
NVDA
+$831K

Sector Composition

1 Consumer Discretionary 34.93%
2 Technology 19.97%
3 Industrials 19.9%
4 Real Estate 13.84%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLDR icon
1
Builders FirstSource
BLDR
$8.41B
$9.05M 6.36%
175,000
– –
NVDA icon
2
NVIDIA
NVDA
$5.02T
$8.29M 5.82%
400,000
-40,000
-9% -$831K
LGIH icon
3
LGI Homes
LGIH
$1.42B
$7.09M 4.99%
50,000
– –
CCS icon
4
Century Communities
CCS
$1.96B
$6.94M 4.88%
113,000
– –
POOL icon
5
Pool Corp
POOL
$7.58B
$6.08M 4.27%
14,000
– –
TTEK icon
6
Tetra Tech
TTEK
$8.31B
$5.97M 4.2%
200,000
– –
DECK icon
7
Deckers Outdoor
DECK
$15.1B
$5.76M 4.05%
96,000
– –
ROST icon
8
Ross Stores
ROST
$74.7B
$5.44M 3.82%
50,000
– –
TER icon
9
Teradyne
TER
$50.5B
$4.91M 3.45%
45,000
– –
GDEN
10
DELISTED
Golden Entertainment
GDEN
$4.91M 3.45%
100,000
– –
EVRI
11
DELISTED
Everi Holdings
EVRI
$4.84M 3.4%
200,000
– –
NXRT
12
NexPoint Residential Trust
NXRT
$701M
$4.64M 3.26%
75,000
– –
ON icon
13
ON Semiconductor
ON
$34.3B
$4.58M 3.22%
100,000
– –
WIRE
14
DELISTED
Encore Wire Corp
WIRE
$3.79M 2.67%
40,000
– –
CVCO icon
15
Cavco Industries
CVCO
$4.51B
$3.55M 2.5%
15,000
– –
BXC icon
16
BlueLinx
BXC
$483M
$3.42M 2.4%
70,000
-5,000
-7% -$251K
LRCX icon
17
Lam Research
LRCX
$401B
$3.41M 2.4%
60,000
– –
IBP icon
18
Installed Building Products
IBP
$6.34B
$3.21M 2.26%
30,000
– –
NSA icon
19
National Storage Affiliates Trust
NSA
$3.53B
$3.17M 2.23%
+60,000
New +$3.3M
NVR icon
20
NVR
NVR
$18.1B
$3.12M 2.19%
650
– –
TNDM icon
21
Tandem Diabetes Care
TNDM
$1.12B
$2.98M 2.1%
25,000
– –
XRN
22
Chiron Real Estate Inc
XRN
$551M
$2.94M 2.07%
40,000
– –
TECH icon
23
Bio-Techne
TECH
$11.2B
$2.91M 2.04%
24,000
– –
SBUX icon
24
Starbucks
SBUX
$124B
$2.76M 1.94%
25,000
– –
AGM icon
25
Federal Agricultural Mortgage
AGM
$2.24B
$2.71M 1.91%
+25,000
New +$2.48M
1
2

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