CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $189M
1-Year Est. Return 31.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.01M
3
+$552K
4
PG icon
Procter & Gamble
PG
+$422K
5
TWTR
Twitter, Inc.
TWTR
+$416K

Top Sells

1
+$3M
2
+$1.27M
3
+$1.17M
4
SPT icon
Sprout Social
SPT
+$769K
5
MA icon
Mastercard
MA
+$719K

Sector Composition

1 Communication Services 28.34%
2 Consumer Discretionary 22.28%
3 Financials 14.29%
4 Consumer Staples 9.75%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.51%
4,175
-2,215
27
$1.69M 1.12%
12,393
28
$1.42M 0.94%
72,700
+26,000
29
$710K 0.47%
3,100
30
$379K 0.25%
4,725
-11,225
31
$134K 0.09%
25,000
32
– –
-28,236
33
– –
-194,572
1
2