CAM

Crown Advisors Management Portfolio holdings

AUM $125M
1-Year Est. Return 27.35%
This Quarter Est. Return
1 Year Est. Return
+27.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$2.8M
3
+$2.22M
4
LMNR icon
Limoneira
LMNR
+$1.56M
5
ACA icon
Arcosa
ACA
+$1.51M

Top Sells

1
+$3.4M
2
+$2.36M
3
+$1.45M
4
EGY icon
Vaalco Energy
EGY
+$906K
5
FLUX icon
Flux Power
FLUX
+$534K

Sector Composition

1 Industrials 25.56%
2 Consumer Discretionary 22.21%
3 Technology 13.32%
4 Financials 6.83%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 6.65%
75,000
-25,000
2
$9.3M 6.06%
50,000
3
$7.19M 4.69%
170,000
4
$6.74M 4.39%
18,000
5
$5.82M 3.79%
30,000
+5,000
6
$5.75M 3.74%
75,000
7
$5.28M 3.44%
60,000
8
$5.2M 3.39%
55,000
9
$4.31M 2.81%
30,000
10
$4.18M 2.72%
100,000
11
$4.13M 2.69%
650
12
$4.09M 2.67%
125,000
13
$4.06M 2.65%
140,000
+40,000
14
$3.66M 2.39%
+85,000
15
$3.62M 2.36%
33,333
16
$3.36M 2.19%
30,000
17
$3.33M 2.17%
40,000
18
$3.28M 2.14%
25,000
19
$3.27M 2.13%
35,000
+5,000
20
$3.21M 2.09%
50,000
21
$3.21M 2.09%
150,000
+50,000
22
$2.94M 1.92%
200,000
23
$2.8M 1.82%
+15,000
24
$2.75M 1.79%
15,000
25
$2.58M 1.68%
350,000
1
2 3