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
$146M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.62M
3
+$1.5M
4
CRWD icon
CrowdStrike
CRWD
+$1.4M
5
IDXX icon
Idexx Laboratories
IDXX
+$947K

Top Sells

1
+$5.58M
2
+$3.46M
3
+$1.59M
4
AVGO icon
Broadcom
AVGO
+$696K
5
TSLA icon
Tesla
TSLA
+$533K

Sector Composition

1 Communication Services 27.95%
2 Consumer Discretionary 20.2%
3 Financials 15.76%
4 Healthcare 13.29%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$831K 0.57%
3,205
-1,600
27
$614K 0.42%
4,200
28
– –
-3,000
1
2