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
$156M
AUM Growth
-$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.72M
3
+$1.6M
4
LAUR icon
Laureate Education
LAUR
+$1.49M
5
ACLS icon
Axcelis
ACLS
+$1.42M

Top Sells

1
+$3.68M
2
+$3.11M
3
+$2.47M
4
AESI icon
Atlas Energy Solutions
AESI
+$2.26M
5
POOL icon
Pool Corp
POOL
+$2.02M

Sector Composition

1 Industrials 27.53%
2 Technology 19.37%
3 Consumer Discretionary 17.65%
4 Energy 10.05%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 10.31%
130,000
-20,000
2
$14.5M 9.3%
50,000
3
$9.68M 6.21%
60,000
4
$7.23M 4.64%
40,000
5
$6.45M 4.14%
850
6
$6.12M 3.93%
75,000
7
$5.88M 3.77%
42,500
-22,500
8
$5.32M 3.42%
50,000
9
$5.11M 3.28%
125,000
10
$5M 3.21%
25,000
11
$4.76M 3.05%
50,000
12
$4.36M 2.8%
30,000
13
$4.21M 2.7%
85,000
14
$4.2M 2.69%
30,000
+5,000
15
$3.79M 2.43%
150,000
16
$3.67M 2.36%
35,000
17
$3.55M 2.28%
25,000
+10,000
18
$3.28M 2.1%
100,000
19
$3.04M 1.95%
10,000
20
$3.03M 1.95%
150,000
21
$2.74M 1.76%
40,000
22
$2.72M 1.75%
120,000
-20,000
23
$2.7M 1.73%
35,000
+10,000
24
$2.55M 1.63%
75,000
25
$2.51M 1.61%
5,000
1
2