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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
+11.54%
1 Year Est. Return
+73.11%
3 Year Est. Return
+216.17%
5 Year Est. Return
+405.17%
10 Year Est. Return
–
AUM
$155M
AUM Growth
-$427K
(-0.27%)
Cap. Flow
-$12.4M
Cap. Flow
% of AUM
-7.96%
Top 10 Holdings %
Top 10 Hldgs %
49.67%
Holding
45
New
4
Increased
5
Reduced
3
Closed
4
Top Buys
| 1 |
Watsco Inc
WSO
|
+$2.4M |
| 2 |
Enova International
ENVA
|
+$1.94M |
| 3 |
Chipotle Mexican Grill
CMG
|
+$1.66M |
| 4 |
Texas Roadhouse
TXRH
|
+$1.27M |
| 5 |
Green Brick Partners
GRBK
|
+$1.08M |
Top Sells
| 1 |
WIRE
Encore Wire Corp
WIRE
|
+$14.5M |
| 2 |
Axcelis
ACLS
|
+$3.55M |
| 3 |
Vistra
VST
|
+$1.72M |
| 4 |
Runway Growth Finance
RWAY
|
+$1.65M |
| 5 |
Tidewater
TDW
|
+$871K |
Sector Composition
| 1 | Industrials | 23.87% |
| 2 | Consumer Discretionary | 23.5% |
| 3 | Technology | 16.53% |
| 4 | Financials | 9.09% |
| 5 | Energy | 8.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.01T
| $15.8M | 10.16% |
130,000
| – | – |
|
2
Deckers Outdoor
DECK
$15.2B
| $9.57M | 6.16% |
60,000
| – | – |
|
3
NVR
NVR
$17.8B
| $8.34M | 5.37% |
850
| – | – |
|
4
Builders FirstSource
BLDR
$8.34B
| $7.75M | 4.99% |
40,000
-2,500
| -6% | -$415K |
|
5
Century Communities
CCS
$1.95B
| $7.72M | 4.97% |
75,000
| – | – |
|
6
Federal Agricultural Mortgage
AGM
$2.21B
| $7.5M | 4.82% |
40,000
| – | – |
|
7
Tetra Tech
TTEK
$8.32B
| $5.89M | 3.79% |
125,000
| – | – |
|
8
Build-A-Bear
BBW
$446M
| $5.16M | 3.32% |
150,000
| – | – |
|
9
Grand Canyon Education
LOPE
$3.83B
| $4.96M | 3.19% |
35,000
+5,000
| +17% | +$722K |
|
10
Ross Stores
ROST
$74.6B
| $4.51M | 2.91% |
30,000
| – | – |
|
11
The Greenbrier Companies
GBX
$1.59B
| $4.33M | 2.78% |
85,000
| – | – |
|
12
Diamondback Energy
FANG
$53.7B
| $4.31M | 2.77% |
25,000
| – | – |
|
13
Lam Research
LRCX
$395B
| $4.08M | 2.63% |
50,000
| – | – |
|
14
FirstCash
FCFS
$9.36B
| $4.02M | 2.59% |
35,000
| – | – |
|
|
CVGW
15
DELISTED
Calavo Growers
CVGW
| $3.99M | 2.57% |
140,000
+20,000
| +17% | +$489K |
|
16
Comfort Systems
FIX
$58.3B
| $3.9M | 2.51% |
10,000
| – | – |
|
17
Barrett Business Services
BBSI
$1B
| $3.75M | 2.41% |
100,000
| – | – |
|
18
NWPX Infrastructure Inc
NWPX
$1.32B
| $3.38M | 2.18% |
75,000
| – | – |
|
|
19
Green Brick Partners
GRBK
$3.23B
| $3.34M | 2.15% |
40,000
+15,000
| +60% | +$1.08M |
|
20
Federal Signal
FSS
$7.27B
| $3.27M | 2.1% |
35,000
+5,000
| +17% | +$457K |
|
21
Archrock
AROC
$6.53B
| $3.04M | 1.95% |
150,000
| – | – |
|
22
Tyler Technologies
TYL
$13.1B
| $2.92M | 1.88% |
5,000
| – | – |
|
23
ON Semiconductor
ON
$33.8B
| $2.9M | 1.87% |
40,000
| – | – |
|
24
AZZ Inc
AZZ
$4.52B
| $2.89M | 1.86% |
35,000
| – | – |
|
|
25
Tidewater
TDW
$3.72B
| $2.87M | 1.85% |
40,000
-10,000
| -20% | -$871K |
|
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