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
$170M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.39M
3
+$1.33M
4
WYNN icon
Wynn Resorts
WYNN
+$719K
5
HD icon
Home Depot
HD
+$517K

Top Sells

1
+$4.62M
2
+$3.49M
3
+$2.69M
4
META icon
Meta Platforms (Facebook)
META
+$1.39M
5
APTV icon
Aptiv
APTV
+$1.3M

Sector Composition

1 Communication Services 27.31%
2 Consumer Discretionary 22.81%
3 Industrials 16.5%
4 Financials 12.93%
5 Healthcare 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$719K 0.42%
+7,500
27
$482K 0.28%
4,200
28
– –
-18,460
29
– –
-20,380
30
– –
-62,650
1
2