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
$141M
AUM Growth
-$209K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.41M
3
+$2.51M
4
TGT icon
Target
TGT
+$2.06M
5
HD icon
Home Depot
HD
+$1.46M

Top Sells

1
+$8.96M
2
+$3.07M
3
+$2.67M
4
LPSN icon
LivePerson
LPSN
+$2.52M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$1.07M

Sector Composition

1 Consumer Discretionary 36.06%
2 Industrials 27.21%
3 Consumer Staples 8.4%
4 Technology 7.5%
5 Communication Services 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.83%
+27,785
27
– –
-11,896
28
– –
-29,303
29
– –
-48,374
30
– –
-117,303
31
– –
-25,142
1
2