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
$150M
AUM Growth
-$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.2M
3
+$2M
4
C icon
Citigroup
C
+$902K
5
LULU icon
lululemon athletica
LULU
+$644K

Top Sells

1
+$4.26M
2
+$2.22M
3
+$1.73M
4
SPWH icon
Sportsman's Warehouse
SPWH
+$1.31M
5
USB icon
US Bancorp
USB
+$1.12M

Sector Composition

1 Consumer Discretionary 26.65%
2 Financials 25.68%
3 Communication Services 18.39%
4 Industrials 12.54%
5 Consumer Staples 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.42%
27,940
27
$2M 1.34%
+27,500
28
$1.87M 1.25%
24,215
-11,100
29
$1.73M 1.16%
23,275
+6,425
30
$1.25M 0.84%
54,175
31
– –
-4,182
32
– –
-13,900
33
– –
-2,330
34
– –
-242,498
1
2