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CAM

Crown Advisors Management Portfolio holdings

AUM $151M
1-Year Est. Return 73.11%
This Fund
S&P 500
This Quarter Est. Return
+13.7%
1 Year Est. Return
+73.11%
3 Year Est. Return
+216.17%
5 Year Est. Return
+405.17%
10 Year Est. Return
–
AUM
$110M
AUM Growth
+$9.12M
Cap. Flow
-$468K
Cap. Flow %
-0.43%
Top 10 Hldgs %
42.71%
Holding
51
New
7
Increased
2
Reduced
4
Closed
9

Top Buys

1
BBW icon
Build-A-Bear
BBW
+$1.93M
2
CROX icon
Crocs
CROX
+$1.77M
3
DCGO icon
DocGo
DCGO
+$1.68M
4
UFPT icon
UFP Technologies
UFPT
+$1.6M
5
HURN icon
Huron Consulting
HURN
+$1.47M

Top Sells

1
LQDT icon
Liquidity Services
LQDT
+$2.26M
2
CVCO icon
Cavco Industries
CVCO
+$1.33M
3
BRY
Berry Corp
BRY
+$1.31M
4
STRS icon
Stratus Properties
STRS
+$1.17M
5
LMNR icon
Limoneira
LMNR
+$1.13M

Sector Composition

1 Consumer Discretionary 28.1%
2 Industrials 23.02%
3 Energy 9.04%
4 Technology 8.76%
5 Financials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WIRE
1
DELISTED
Encore Wire Corp
WIRE
$6.88M 6.26%
50,000
– –
BLDR icon
2
Builders FirstSource
BLDR
$8.47B
$6.49M 5.91%
100,000
– –
SARK icon
3
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$42.7M
$5.45M 4.96%
33,333
– –
POOL icon
4
Pool Corp
POOL
$7.55B
$5.44M 4.95%
18,000
– –
CVCO icon
5
Cavco Industries
CVCO
$4.5B
$4.07M 3.71%
18,000
-6,000
-25% -$1.33M
DECK icon
6
Deckers Outdoor
DECK
$15.2B
$3.99M 3.63%
60,000
– –
CCS icon
7
Century Communities
CCS
$1.95B
$3.75M 3.41%
75,000
-15,000
-17% -$709K
GDEN
8
DELISTED
Golden Entertainment
GDEN
$3.74M 3.4%
100,000
– –
TTEK icon
9
Tetra Tech
TTEK
$8.3B
$3.63M 3.3%
125,000
– –
ROST icon
10
Ross Stores
ROST
$74.8B
$3.48M 3.17%
30,000
– –
ON icon
11
ON Semiconductor
ON
$34.4B
$3.43M 3.12%
55,000
-10,000
-15% -$667K
FANG icon
12
Diamondback Energy
FANG
$53.6B
$3.42M 3.11%
25,000
– –
AGM icon
13
Federal Agricultural Mortgage
AGM
$2.19B
$3.38M 3.08%
30,000
– –
NVR icon
14
NVR
NVR
$17.8B
$3M 2.73%
650
– –
EVRI
15
DELISTED
Everi Holdings
EVRI
$2.87M 2.61%
200,000
– –
MTDR icon
16
Matador Resources
MTDR
$6.6B
$2.86M 2.61%
50,000
– –
PXD
17
DELISTED
Pioneer Natural Resource Co.
PXD
$2.74M 2.49%
12,000
– –
FCFS icon
18
FirstCash
FCFS
$9.56B
$2.61M 2.37%
30,000
– –
INSE icon
19
Inspired Entertainment
INSE
$187M
$2.53M 2.31%
200,000
– –
NWPX icon
20
NWPX Infrastructure Inc
NWPX
$1.35B
$2.53M 2.3%
75,000
– –
XBI icon
21
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$2.49M 2.27%
30,000
+5,000
+20% +$405K
NVDA icon
22
NVIDIA
NVDA
$5.03T
$2.48M 2.26%
170,000
– –
NXRT
23
NexPoint Residential Trust
NXRT
$701M
$2.39M 2.18%
55,000
– –
BBW icon
24
Build-A-Bear
BBW
$446M
$2.38M 2.17%
+100,000
New +$1.93M
CROX icon
25
Crocs
CROX
$6.82B
$2.17M 1.97%
+20,000
New +$1.77M
1
2 3

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