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
$152M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.5M
3
+$1.28M
4
RIOT icon
Riot Platforms
RIOT
+$503K
5
MSFT icon
Microsoft
MSFT
+$385K

Top Sells

1
+$1.61M
2
+$1.27M
3
+$1.25M
4
DKNG icon
DraftKings
DKNG
+$827K
5
ROST icon
Ross Stores
ROST
+$446K

Sector Composition

1 Consumer Discretionary 26.43%
2 Communication Services 25.98%
3 Financials 14.8%
4 Industrials 13.9%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 13.56%
58,046
-750
2
$12.7M 8.36%
263,725
-33,525
3
$10.7M 7.07%
76,750
4
$8.82M 5.82%
20,684
5
$8.4M 5.54%
8,300
6
$8.1M 5.35%
57,485
7
$7.91M 5.22%
52,055
8
$6.58M 4.34%
44,988
+17,100
9
$6.06M 4%
11,855
-500
10
$5.48M 3.62%
94,875
-4,500
11
$5.26M 3.47%
58,585
+14,300
12
$5.13M 3.38%
54,180
13
$4.88M 3.22%
21,625
14
$4.77M 3.15%
28,068
-775
15
$4.51M 2.98%
12,000
+1,025
16
$4.39M 2.9%
11,385
17
$3.94M 2.6%
57,200
+38,200
18
$3.86M 2.55%
27,900
-3,225
19
$3.85M 2.54%
109,085
-23,450
20
$3.67M 2.42%
12,385
-4,200
21
$3.59M 2.37%
24,525
-800
22
$3.28M 2.16%
42,700
+1,525
23
$2.5M 1.65%
18,380
24
$1.3M 0.86%
3,747
25
$836K 0.55%
4,200
1
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