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
$175M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.87M
3
+$3.05M
4
CTRN icon
Citi Trends
CTRN
+$2.63M
5
NUAN
Nuance Communications, Inc.
NUAN
+$2.34M

Top Sells

1
+$3.99M
2
+$3.09M
3
+$2.82M
4
CHWY icon
Chewy
CHWY
+$2.69M
5
TDOC icon
Teladoc Health
TDOC
+$2.34M

Sector Composition

1 Communication Services 23.03%
2 Consumer Discretionary 19.97%
3 Financials 17.82%
4 Technology 10.76%
5 Consumer Staples 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.58%
5,125
-300
27
$2.63M 1.5%
+52,906
28
$2.34M 1.34%
+53,175
29
$2.25M 1.29%
13,380
-1,150
30
$2.22M 1.27%
+7,875
31
$2.03M 1.16%
8,625
-1,350
32
$1.57M 0.9%
12,368
-8,700
33
$568K 0.32%
25,000
34
$408K 0.23%
+800
35
– –
-102,845
36
– –
-49,150
37
– –
-47,182
38
– –
-10,675
39
– –
-5,800
1
2