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
$142M
AUM Growth
-$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$3.1M
3
+$2.39M
4
DBI icon
Designer Brands
DBI
+$2.23M
5
ULTI
Ultimate Software Group Inc
ULTI
+$2.02M

Top Sells

1
+$4.58M
2
+$3.24M
3
+$3.02M
4
EBAY icon
eBay
EBAY
+$2.69M
5
RHI icon
Robert Half
RHI
+$2.41M

Sector Composition

1 Consumer Discretionary 34.69%
2 Industrials 23.91%
3 Consumer Staples 10.57%
4 Materials 8.93%
5 Communication Services 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.04%
30,800
27
$1.06M 0.75%
45,220
28
$979K 0.69%
6,431
-4,614
29
– –
-67,837
30
– –
-56,890
31
– –
-23,273
1
2