CRCM

Crystal Rock Capital Management Portfolio holdings

AUM $168M
1-Year Est. Return 35.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.78M
3
+$1.76M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.12M
5
GEV icon
GE Vernova
GEV
+$1.11M

Top Sells

1
+$1.95M
2
+$1.24M
3
+$1.17M
4
BSX icon
Boston Scientific
BSX
+$595K
5
VRT icon
Vertiv
VRT
+$564K

Sector Composition

1 Communication Services 28.73%
2 Consumer Discretionary 16.48%
3 Financials 13.82%
4 Industrials 13.42%
5 Healthcare 13.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.89%
3,675
+550
27
$1.41M 0.77%
+23,275
28
$1.12M 0.61%
+1,825
29
$1.11M 0.61%
+17,150
30
$947K 0.52%
4,200
31
$802K 0.44%
+4,300
32
– –
-15,300
33
– –
-16,525
1
2