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
$167M
AUM Growth
-$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$1.15M
3 +$582K
4
TSLA icon
Tesla
TSLA
+$565K
5
SCHW icon
Charles Schwab
SCHW
+$402K

Top Sells

1 +$3.64M
2 +$3.49M
3 +$1.7M
4
META icon
Meta Platforms (Facebook)
META
+$1.68M
5
BOOT icon
Boot Barn
BOOT
+$1.42M

Sector Composition

1 Communication Services 28.11%
2 Consumer Discretionary 22.42%
3 Industrials 15.85%
4 Financials 14.5%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.3M 0.78%
18,460
-24,150
27
$567K 0.34%
4,200
28
-12,385