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
$137M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$4.01M
3
+$3.38M
4
USB icon
US Bancorp
USB
+$2.02M
5
UAL icon
United Airlines
UAL
+$1.83M

Top Sells

1
+$6.56M
2
+$5.31M
3
+$4.25M
4
TGT icon
Target
TGT
+$3.18M
5
COO icon
Cooper Companies
COO
+$2.46M

Sector Composition

1 Consumer Discretionary 31.78%
2 Industrials 22.65%
3 Financials 15.49%
4 Communication Services 10.81%
5 Materials 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-57,304
27
– –
-66,000
28
– –
-38,000
29
– –
-17,000
30
– –
-90,350
31
– –
-7,370
32
– –
-128,205
33
– –
-40,375
1
2