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
$344M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.5M
3
+$9.89M
4
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$7.9M
5
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$7.86M

Top Sells

1
+$7.68M
2
+$6.2M
3
+$4.92M
4
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$4.37M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.34M

Sector Composition

1 Technology 2.94%
2 Financials 1.86%
3 Consumer Discretionary 1.35%
4 Energy 1.16%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.35%
23,479
-34,132
52
$1.2M 0.35%
7,868
-355
53
$1.16M 0.34%
8,681
+1,231
54
$1.02M 0.3%
2,105
+83
55
$1.01M 0.29%
5,954
+326
56
$937K 0.27%
+16,841
57
$911K 0.27%
13,524
+133
58
$876K 0.26%
12,180
-8
59
$832K 0.24%
7,636
+963
60
$819K 0.24%
24,339
+2,684
61
$799K 0.23%
5,718
+984
62
$754K 0.22%
2,476
+211
63
$754K 0.22%
14,340
+504
64
$707K 0.21%
+21,571
65
$688K 0.2%
848
+104
66
$649K 0.19%
9,439
-1,539
67
$647K 0.19%
15,957
+620
68
$644K 0.19%
9,742
+613
69
$643K 0.19%
4,843
+395
70
$625K 0.18%
14,259
+3,556
71
$606K 0.18%
137,724
-155
72
$585K 0.17%
5,621
+773
73
$584K 0.17%
4,606
+2,476
74
$580K 0.17%
2,206
+659
75
$578K 0.17%
4,249
+895
1 2
3
4 5