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
$131M
AUM Growth
-$3.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.27M
3 +$1.17M
4
SCHW icon
Charles Schwab
SCHW
+$1.04M
5
DG icon
Dollar General
DG
+$34.4K

Top Sells

1 +$3.27M
2 +$2.47M
3 +$2.14M
4
META icon
Meta Platforms (Facebook)
META
+$1.88M
5
DKNG icon
DraftKings
DKNG
+$1.78M

Sector Composition

1 Consumer Discretionary 27.62%
2 Communication Services 26.87%
3 Industrials 14.72%
4 Financials 13.02%
5 Consumer Staples 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$642K 0.49%
4,200
27
-39,457