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
$141M
AUM Growth
-$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.77M
3
+$1.24M
4
DXCM icon
DexCom
DXCM
+$933K
5
JAKK icon
Jakks Pacific
JAKK
+$855K

Top Sells

1
+$2.8M
2
+$2.5M
3
+$1.73M
4
LMNR icon
Limoneira
LMNR
+$1.56M
5
CVCO icon
Cavco Industries
CVCO
+$1.48M

Sector Composition

1 Industrials 25.63%
2 Consumer Discretionary 20.42%
3 Technology 15.5%
4 Financials 7.51%
5 Energy 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.34M 6.64%
75,000
2
$9.12M 6.49%
50,000
3
$7.39M 5.26%
170,000
4
$5.4M 3.84%
35,000
+5,000
5
$5.34M 3.8%
15,000
-3,000
6
$5.14M 3.66%
60,000
7
$5.11M 3.64%
55,000
8
$5.01M 3.56%
75,000
9
$4.84M 3.45%
30,000
10
$4.41M 3.14%
150,000
11
$4.29M 3.05%
170,000
+30,000
12
$3.97M 2.82%
33,333
13
$3.88M 2.76%
650
14
$3.87M 2.75%
25,000
15
$3.8M 2.7%
125,000
16
$3.51M 2.5%
35,000
17
$3.42M 2.43%
100,000
18
$3.4M 2.42%
85,000
19
$3.39M 2.41%
30,000
20
$3.13M 2.23%
50,000
21
$2.92M 2.08%
40,000
22
$2.84M 2.02%
40,000
23
$2.81M 2%
375,000
24
$2.44M 1.74%
15,000
25
$2.39M 1.7%
200,000
1
2 3