CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $189M
1-Year Est. Return 31.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$8.45M
3
+$7.87M
4
MAR icon
Marriott International
MAR
+$7.11M
5
HD icon
Home Depot
HD
+$7.02M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 37.19%
2 Industrials 16.85%
3 Consumer Staples 14.93%
4 Materials 10.28%
5 Financials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.65%
+17,732
27
$1.87M 1.29%
+106,616
28
$1.26M 0.87%
+30,800
29
$684K 0.47%
+9,500
30
$646K 0.45%
+20,950
1
2