CA

Crumly & Associates Portfolio holdings

AUM $476M
1-Year Est. Return 16.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.57%
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
+$5M
2
+$4.97M
3
+$4.97M
4
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$4.62M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$2.13M

Top Sells

1
+$3.64M
2
+$3.47M
3
+$2.63M
4
IOO icon
iShares Global 100 ETF
IOO
+$2.37M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$2.23M

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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