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
$96.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
51
$179K 0.19%
+21,318