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
$107M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$7.99M
3
+$4.66M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.44M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$738K

Top Sells

1
+$10.1M
2
+$3.6M
3
+$2.57M
4
IOO icon
iShares Global 100 ETF
IOO
+$2.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$648K

Sector Composition

1 Technology 3.08%
2 Consumer Discretionary 2.99%
3 Healthcare 1.16%
4 Financials 0.98%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$200K 0.19%
+1,050
52
– –
-15,585
53
– –
-9,615
54
– –
-46,274
55
– –
-94,637
56
– –
-13,032
57
– –
-10,060
1 2
3