CA

Crumly & Associates Portfolio holdings

AUM $457M
1-Year Est. Return 13.33%
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.4M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.23M
3
+$4.04M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$3.62M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.77M

Top Sells

1
+$3.47M
2
+$2.72M
3
+$2.23M
4
IOO icon
iShares Global 100 ETF
IOO
+$2.06M
5
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$2.05M

Sector Composition

1 Consumer Discretionary 2.74%
2 Technology 2.48%
3 Financials 0.83%
4 Healthcare 0.64%
5 Communication Services 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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