CA

Crumly & Associates Portfolio holdings

AUM $411M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.22M
3
+$2.14M
4
BYLD icon
iShares Yield Optimized Bond ETF
BYLD
+$2.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M

Top Sells

1
+$5.32M
2
+$4.05M
3
+$3.14M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.12M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.56M

Sector Composition

1 Technology 3.7%
2 Financials 1.86%
3 Healthcare 1.79%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$595K 0.51%
7,514
+569
27
$581K 0.5%
+16,682
28
$555K 0.47%
10,558
-3,881
29
$541K 0.46%
4,359
+1,275
30
$427K 0.37%
6,262
-439
31
$394K 0.34%
1,029
+284
32
$382K 0.33%
59,452
+21,409
33
$364K 0.31%
9,990
+1,790
34
$363K 0.31%
5,855
-792
35
$334K 0.29%
+4,396
36
$329K 0.28%
+1,644
37
$319K 0.27%
3,068
+631
38
$304K 0.26%
7,584
-1,379
39
$292K 0.25%
3,476
-350
40
$286K 0.24%
6,994
41
$275K 0.24%
1,094
-120
42
$269K 0.23%
+1,026
43
$263K 0.22%
4,506
+98
44
$262K 0.22%
2,526
-33
45
$259K 0.22%
6,702
-2,871
46
$246K 0.21%
4,091
-13,787
47
$240K 0.21%
1,452
-71
48
$239K 0.2%
+672
49
$239K 0.2%
+7,184
50
$238K 0.2%
+11,043
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