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

Top Buys

1
+$2.38M
2
+$1.14M
3
+$652K
4
TSLA icon
Tesla
TSLA
+$499K
5
SCHW icon
Charles Schwab
SCHW
+$403K

Top Sells

1
+$3.83M
2
+$3.49M
3
+$1.86M
4
META icon
Meta Platforms (Facebook)
META
+$1.62M
5
BOOT icon
Boot Barn
BOOT
+$1.24M

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
1
2