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
$135M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.45M
2 +$1.11M
3 +$349K
4
MSFT icon
Microsoft
MSFT
+$235K
5
SNOW icon
Snowflake
SNOW
+$179K

Top Sells

1 +$3.11M
2 +$1.72M
3 +$270K
4
AMZN icon
Amazon
AMZN
+$106K
5
META icon
Meta Platforms (Facebook)
META
+$105K

Sector Composition

1 Communication Services 27.19%
2 Consumer Discretionary 27.17%
3 Industrials 12.55%
4 Financials 10.97%
5 Consumer Staples 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-22,690