We are live on
!
Find out more
CAM
Crown Advisors Management Portfolio holdings
AUM
$151M
1-Year Est. Return
73.11%
This Fund
S&P 500
This Quarter
Est. Return
-7.9%
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
-$13.4M
(-8.6%)
Cap. Flow
+$6.92M
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
43.21%
Holding
49
New
9
Increased
6
Reduced
9
Closed
5
Top Buys
| 1 |
Cavco Industries
CVCO
|
+$4.14M |
| 2 |
RDUS
Radius Recycling
RDUS
|
+$2.71M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$2.71M |
| 4 |
The Greenbrier Companies
GBX
|
+$2.7M |
| 5 |
Matador Resources
MTDR
|
+$2.36M |
Top Sells
| 1 |
Tandem Diabetes Care
TNDM
|
+$3.76M |
| 2 |
Starbucks
SBUX
|
+$2.92M |
| 3 |
Clarus
CLAR
|
+$2.77M |
| 4 |
LGI Homes
LGIH
|
+$2.47M |
| 5 |
Monolithic Power Systems
MPWR
|
+$2.47M |
Sector Composition
| 1 | Consumer Discretionary | 22.45% |
| 2 | Industrials | 20.85% |
| 3 | Technology | 16.78% |
| 4 | Real Estate | 15.35% |
| 5 | Energy | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Builders FirstSource
BLDR
$8.41B
| $9.68M | 6.82% |
150,000
| – | – |
|
|
2
Cavco Industries
CVCO
$4.52B
| $7.22M | 5.09% |
30,000
+15,000
| +100% | +$4.14M |
|
3
Century Communities
CCS
$1.96B
| $6.43M | 4.53% |
120,000
+20,000
| +20% | +$1.28M |
|
4
NVIDIA
NVDA
$5.03T
| $6.28M | 4.42% |
230,000
-30,000
| -12% | -$752K |
|
5
Pool Corp
POOL
$7.58B
| $5.92M | 4.17% |
14,000
| – | – |
|
|
GDEN
6
DELISTED
Golden Entertainment
GDEN
| $5.81M | 4.09% |
100,000
| – | – |
|
|
WIRE
7
DELISTED
Encore Wire Corp
WIRE
| $5.7M | 4.02% |
50,000
| – | – |
|
|
NXRT
8
NexPoint Residential Trust
NXRT
$702M
| $4.97M | 3.5% |
55,000
| – | – |
|
9
ON Semiconductor
ON
$34.3B
| $4.7M | 3.31% |
75,000
-25,000
| -25% | -$1.52M |
|
10
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$43.5M
| $4.63M | 3.26% |
33,333
+16,666
| +100% | +$2.36M |
|
11
Ross Stores
ROST
$74.7B
| $4.52M | 3.19% |
50,000
| – | – |
|
|
EVRI
12
DELISTED
Everi Holdings
EVRI
| $4.2M | 2.96% |
200,000
| – | – |
|
13
Tetra Tech
TTEK
$8.31B
| $4.12M | 2.9% |
125,000
-25,000
| -17% | -$769K |
|
14
National Storage Affiliates Trust
NSA
$3.53B
| $3.45M | 2.43% |
55,000
| – | – |
|
15
Diamondback Energy
FANG
$53.5B
| $3.43M | 2.41% |
25,000
+10,000
| +67% | +$1.3M |
|
|
XRN
16
Chiron Real Estate Inc
XRN
$551M
| $3.26M | 2.3% |
40,000
| – | – |
|
17
Stratus Properties
STRS
$165M
| $3.23M | 2.28% |
75,000
+25,000
| +50% | +$947K |
|
|
RDUS
18
DELISTED
Radius Recycling
RDUS
| $3.12M | 2.2% |
+60,000
| New | +$2.71M |
|
|
19
The Greenbrier Companies
GBX
$1.58B
| $3.09M | 2.18% |
+60,000
| New | +$2.7M |
|
|
PXD
20
DELISTED
Pioneer Natural Resource Co.
PXD
| $3M | 2.11% |
+12,000
| New | +$2.71M |
|
21
NVR
NVR
$18.1B
| $2.9M | 2.05% |
650
| – | – |
|
22
Deckers Outdoor
DECK
$15.1B
| $2.74M | 1.93% |
60,000
-12,000
| -17% | -$595K |
|
23
Federal Agricultural Mortgage
AGM
$2.24B
| $2.71M | 1.91% |
25,000
| – | – |
|
24
Lam Research
LRCX
$401B
| $2.69M | 1.89% |
50,000
| – | – |
|
|
25
Matador Resources
MTDR
$6.59B
| $2.65M | 1.87% |
+50,000
| New | +$2.36M |
|
Similar funds
LM
WBCM
BDS
CCM
FWM
SHF
HEC
FC