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
$116M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$6.63M
3
+$4.9M
4
JPM icon
JPMorgan Chase
JPM
+$3.7M
5
SMG icon
ScottsMiracle-Gro
SMG
+$3.59M

Top Sells

1
+$108M
2
+$30.3M
3
+$28.1M
4
MCD icon
McDonald's
MCD
+$10.3M
5
TWTR
Twitter, Inc.
TWTR
+$5.6M

Sector Composition

1 Consumer Discretionary 24.25%
2 Communication Services 19.25%
3 Financials 15%
4 Consumer Staples 12.3%
5 Industrials 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$445K 0.38%
3,100
-4,960
27
– –
-14,045
28
– –
-25,000
29
– –
-576,075
1
2