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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
+17.34%
1 Year Est. Return
+73.11%
3 Year Est. Return
+216.17%
5 Year Est. Return
+405.17%
10 Year Est. Return
–
AUM
$146M
AUM Growth
+$5.43M
(+3.9%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-9.25%
Top 10 Holdings %
Top 10 Hldgs %
48.41%
Holding
50
New
4
Increased
4
Reduced
7
Closed
8
Top Buys
| 1 |
Comfort Systems
FIX
|
+$1.85M |
| 2 |
SNCY
Sun Country Airlines
SNCY
|
+$1.84M |
| 3 |
Centrus Energy
LEU
|
+$1.31M |
| 4 |
NVR
NVR
|
+$1.23M |
| 5 |
Green Brick Partners
GRBK
|
+$1.14M |
Top Sells
| 1 |
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
|
+$3.97M |
| 2 |
Inspired Entertainment
INSE
|
+$2.39M |
| 3 |
Mattel
MAT
|
+$2.2M |
| 4 |
GDEN
Golden Entertainment
GDEN
|
+$1.81M |
| 5 |
OSI Systems
OSIS
|
+$1.77M |
Sector Composition
| 1 | Industrials | 29.83% |
| 2 | Consumer Discretionary | 17.94% |
| 3 | Technology | 13.5% |
| 4 | Financials | 9.25% |
| 5 | Energy | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Builders FirstSource
BLDR
$8.41B
| $10.9M | 7.43% |
65,000
-10,000
| -13% | -$1.33M |
|
|
WIRE
2
DELISTED
Encore Wire Corp
WIRE
| $10.7M | 7.32% |
50,000
| – | – |
|
3
NVIDIA
NVDA
$5.02T
| $8.42M | 5.77% |
170,000
| – | – |
|
4
Federal Agricultural Mortgage
AGM
$2.24B
| $7.65M | 5.24% |
40,000
+5,000
| +14% | +$813K |
|
5
Century Communities
CCS
$1.96B
| $6.83M | 4.68% |
75,000
| – | – |
|
6
Deckers Outdoor
DECK
$15.1B
| $6.68M | 4.58% |
60,000
| – | – |
|
|
7
NVR
NVR
$18.1B
| $5.95M | 4.08% |
850
+200
| +31% | +$1.23M |
|
8
UFP Technologies
UFPT
$1.99B
| $5.16M | 3.54% |
30,000
| – | – |
|
|
CVGW
9
DELISTED
Calavo Growers
CVGW
| $4.26M | 2.92% |
145,000
-25,000
| -15% | -$644K |
|
10
Tetra Tech
TTEK
$8.31B
| $4.17M | 2.86% |
125,000
| – | – |
|
11
Ross Stores
ROST
$74.7B
| $4.15M | 2.84% |
30,000
| – | – |
|
12
Pool Corp
POOL
$7.58B
| $3.99M | 2.73% |
10,000
-5,000
| -33% | -$1.75M |
|
13
Lam Research
LRCX
$401B
| $3.92M | 2.68% |
50,000
| – | – |
|
14
Diamondback Energy
FANG
$53.5B
| $3.88M | 2.66% |
25,000
| – | – |
|
15
FirstCash
FCFS
$9.49B
| $3.79M | 2.6% |
35,000
| – | – |
|
16
The Greenbrier Companies
GBX
$1.58B
| $3.75M | 2.57% |
85,000
| – | – |
|
17
Tidewater
TDW
$3.71B
| $3.6M | 2.47% |
50,000
+10,000
| +25% | +$647K |
|
18
Build-A-Bear
BBW
$438M
| $3.45M | 2.36% |
150,000
| – | – |
|
19
ON Semiconductor
ON
$34.3B
| $3.34M | 2.29% |
40,000
-15,000
| -27% | -$1.18M |
|
20
Barrett Business Services
BBSI
$990M
| $2.9M | 1.98% |
100,000
| – | – |
|
|
CHS
21
DELISTED
Chicos FAS, Inc.
CHS
| $2.84M | 1.95% |
375,000
| – | – |
|
22
Jakks Pacific
JAKK
$284M
| $2.67M | 1.83% |
75,000
| – | – |
|
23
Grand Canyon Education
LOPE
$3.8B
| $2.64M | 1.81% |
20,000
| – | – |
|
24
Archrock
AROC
$6.47B
| $2.31M | 1.58% |
150,000
| – | – |
|
25
NWPX Infrastructure Inc
NWPX
$1.34B
| $2.27M | 1.55% |
75,000
| – | – |
|
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