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
$198M
AUM Growth
+$3.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$478K
2 +$357K
3 +$352K
4
CHD icon
Church & Dwight Co
CHD
+$340K
5
CPRT icon
Copart
CPRT
+$333K

Top Sells

1 +$5.59M
2 +$518K
3 +$448K
4
MSFT icon
Microsoft
MSFT
+$377K
5
LLY icon
Eli Lilly
LLY
+$302K

Sector Composition

1 Industrials 34.13%
2 Financials 33.45%
3 Technology 14.04%
4 Consumer Staples 6.43%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,355