COA

Crown Oak Advisors Portfolio holdings

AUM $211M
1-Year Est. Return 9.72%
This Quarter Est. Return
1 Year Est. Return
+9.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.94M
2 +$1.15M
3 +$1.08M
4
CPRT icon
Copart
CPRT
+$1.01M
5
IT icon
Gartner
IT
+$957K

Top Sells

1 +$17K

Sector Composition

1 Industrials 32.86%
2 Financials 31.7%
3 Technology 15.07%
4 Consumer Staples 6.07%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$302K 0.16%
+391