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
$158M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.34M
3
+$2.33M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
MAR icon
Marriott International
MAR
+$998K

Top Sells

1
+$3.22M
2
+$1.82M
3
+$1.76M
4
AMZN icon
Amazon
AMZN
+$1.53M
5
RRR icon
Red Rock Resorts
RRR
+$1.32M

Sector Composition

1 Communication Services 24.48%
2 Consumer Discretionary 21.43%
3 Financials 15.72%
4 Technology 11.14%
5 Consumer Staples 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.7%
49,150
-6,250
27
$2.42M 1.53%
+14,530
28
$2.34M 1.48%
+10,675
29
$2.03M 1.28%
21,068
-5,750
30
$1.55M 0.98%
90,750
-77,050
31
$1.43M 0.9%
+9,975
32
$546K 0.34%
+1,150
33
$506K 0.32%
+5,800
34
$475K 0.3%
+25,000
35
– –
-36,600
36
– –
-10,425
1
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