CRCM
Crystal Rock Capital Management Portfolio holdings
AUM
$173M
This Quarter Return
+20.74%
1 Year Return
+31.16%
3 Year Return
+194.15%
5 Year Return
+256.35%
10 Year Return
+763.23%
AUM
$172M
AUM Growth
+$172M
(+13%)
Cap. Flow
-$7.2M
Cap. Flow
% of AUM
-4.2%
Top 10 Holdings %
Top 10 Hldgs %
65.1%
Holding
28
New
2
Increased
2
Reduced
8
Closed
1
Top Buys
| 1 |
Red Rock Resorts
RRR
|
$1.47M |
| 2 |
Home Depot
HD
|
$1.29M |
| 3 |
Tesla
TSLA
|
$888K |
| 4 |
Amazon
AMZN
|
$758K |
Top Sells
| 1 |
Vertiv
VRT
|
$3.12M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.77M |
| 3 |
Boot Barn
BOOT
|
$1.48M |
| 4 |
Aptiv
APTV
|
$1.27M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.2M |
Sector Composition
| 1 | Communication Services | 25.61% |
| 2 | Consumer Discretionary | 25.36% |
| 3 | Industrials | 16.68% |
| 4 | Financials | 14.01% |
| 5 | Consumer Staples | 8.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Tesla
TSLA
$1.08T
| $888K | 0.52% |
+5,050
| New | +$888K |
|
27
Snowflake
SNOW
$76.5B
| $679K | 0.4% |
4,200
| – | – |
|
28
Riot Platforms
RIOT
$4.97B
| – | – |
-32,525
| Closed | -$503K |
|