CRCM
Crystal Rock Capital Management Portfolio holdings
AUM
$173M
This Quarter Return
+3.37%
1 Year Return
+31.16%
3 Year Return
+194.15%
5 Year Return
+256.35%
10 Year Return
+763.23%
AUM
$131M
AUM Growth
+$131M
(-2.9%)
Cap. Flow
-$6.64M
Cap. Flow
% of AUM
-5.06%
Top 10 Holdings %
Top 10 Hldgs %
62.85%
Holding
27
New
2
Increased
3
Reduced
4
Closed
1
Top Buys
| 1 |
Aptiv
APTV
|
$1.38M |
| 2 |
Veralto
VLTO
|
$1.27M |
| 3 |
Goldman Sachs
GS
|
$1.17M |
| 4 |
Charles Schwab
SCHW
|
$1.04M |
| 5 |
Dollar General
DG
|
$34.4K |
Top Sells
| 1 |
Vertiv
VRT
|
$3.27M |
| 2 |
ScottsMiracle-Gro
SMG
|
$2.47M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$2.14M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.88M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Snowflake
SNOW
$76.5B
| $642K | 0.49% |
4,200
| – | – |
|
|
27
ScottsMiracle-Gro
SMG
$3.48B
| – | – |
-39,457
| Closed | -$2.47M |
|