CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $173M
1-Year Est. Return 31.16%
This Quarter Est. Return
1 Year Est. Return
+31.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$2.39M
3
+$1.68M
4
YUM icon
Yum! Brands
YUM
+$853K
5
CPLA
Capella Education Company
CPLA
+$692K

Top Sells

1
+$3.47M
2
+$1.9M
3
+$1.4M
4
TRNX
TORNIER N V SHARES (NLD)
TRNX
+$988K
5
ACN icon
Accenture
ACN
+$684K

Sector Composition

1 Consumer Discretionary 38.57%
2 Industrials 19.71%
3 Consumer Staples 14.58%
4 Financials 7.92%
5 Materials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.27%
209,950
-56,030
27
$1.5M 0.96%
64,650
-82,230
28
$1.47M 0.94%
30,800
29
$1.07M 0.69%
55,536
-51,080
30
– –
-9,500
31
– –
-20,950
32
– –
-71,850
1
2