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
1
$22.9M 12.52%
31,231
-200
2
$16.7M 9.13%
68,775
3
$13.4M 7.33%
89,040
-4,225
4
$11.6M 6.33%
52,770
-2,360
5
$10.6M 5.79%
18,639
-930
6
$8.7M 4.75%
16,805
7
$8.32M 4.54%
34,175
-1,250
8
$8.03M 4.38%
6,090
9
$7.8M 4.26%
24,743
-4,175
10
$6.9M 3.77%
8,670
-500
11
$6.31M 3.45%
9,880
-705
12
$5.91M 3.23%
86,205
+25,950
13
$5.76M 3.15%
59,020
-5,750
14
$5.06M 2.76%
10,315
15
$4.67M 2.55%
124,985
16
$4.66M 2.54%
38,850
-1,250
17
$4.09M 2.23%
66,950
-5,075
18
$4.05M 2.21%
45,963
19
$3.9M 2.13%
25,375
20
$3.83M 2.09%
9,447
21
$3.07M 1.68%
4,025
+850
22
$2.97M 1.62%
11,390
-560
23
$2.85M 1.56%
6,375
24
$1.99M 1.09%
2,155
25
$1.99M 1.09%
+6,525
1
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