CA
Crumly & Associates Portfolio holdings
AUM
$411M
This Quarter Return
+7.22%
1 Year Return
+12.46%
3 Year Return
+43.1%
5 Year Return
+85.41%
10 Year Return
–
AUM
$96.5M
AUM Growth
–
Cap. Flow
+$96.5M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.77%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.78% |
| 2 | Technology | 1.4% |
| 3 | Communication Services | 0.5% |
| 4 | Consumer Staples | 0.33% |
| 5 | Healthcare | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cleveland-Cliffs
CLF
$5.18B
| $179K | 0.19% |
+21,318
| New | +$179K |
|