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
$192M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.17M
3
+$1.5M
4
NFLX icon
Netflix
NFLX
+$903K
5
SNOW icon
Snowflake
SNOW
+$145K

Top Sells

1
+$7.32M
2
+$4.26M
3
+$2.17M
4
LUV icon
Southwest Airlines
LUV
+$1.59M
5
TSLA icon
Tesla
TSLA
+$1.44M

Sector Composition

1 Communication Services 24.65%
2 Consumer Discretionary 19.26%
3 Financials 17.57%
4 Technology 9.08%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.5%
21,375
27
$2.56M 1.33%
49,150
28
$2.45M 1.28%
27,400
29
$2.37M 1.23%
15,243
30
$1.65M 0.86%
6,825
+600
31
$484K 0.25%
27,325
32
$400K 0.21%
25,000
+5,000
33
$400K 0.21%
511
34
– –
-50,856
35
– –
-26,000
36
– –
-6,450
37
– –
-49,850
1
2