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
$163M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$638K
2
+$605K
3
+$555K
4
CRWD icon
CrowdStrike
CRWD
+$532K
5
PG icon
Procter & Gamble
PG
+$145K

Top Sells

1
+$5.75M
2
+$1.9M
3
+$1.82M
4
TSLA icon
Tesla
TSLA
+$1.53M
5
ROST icon
Ross Stores
ROST
+$1.39M

Sector Composition

1 Communication Services 27.11%
2 Consumer Discretionary 22.8%
3 Industrials 15.29%
4 Financials 14.47%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$649K 0.4%
4,200
27
– –
-11,350
28
– –
-10,150
29
– –
-7,500
1
2