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
$362M
AUM Growth
-$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.6M
3
+$9.28M
4
SMCO icon
Hilton Small-MidCap Opportunity ETF
SMCO
+$4.82M
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$4.59M

Top Sells

1
+$8.92M
2
+$8.83M
3
+$8.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$7.11M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$5.36M

Sector Composition

1 Technology 4.78%
2 Financials 2.37%
3 Consumer Discretionary 1.55%
4 Healthcare 1.25%
5 Communication Services 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.4%
2,616
+3
52
$1.27M 0.35%
14,432
+318
53
$1.24M 0.34%
41,242
-406
54
$1.22M 0.34%
11,258
+604
55
$1.03M 0.28%
20,362
-294
56
$1.02M 0.28%
4,613
+60
57
$1.01M 0.28%
23,251
+4,657
58
$985K 0.27%
5,935
+177
59
$929K 0.26%
3,584
+982
60
$914K 0.25%
5,909
+89
61
$887K 0.24%
3,325
-21
62
$850K 0.23%
1,556
+70
63
$849K 0.23%
7,597
+290
64
$828K 0.23%
9,229
+174
65
$818K 0.23%
864
+13
66
$809K 0.22%
979
+523
67
$805K 0.22%
2,284
+35
68
$776K 0.21%
7,695
-1,296
69
$764K 0.21%
2,181
+45
70
$745K 0.21%
12,446
71
$738K 0.2%
8,217
+1,260
72
$722K 0.2%
18,009
-623
73
$721K 0.2%
9,210
-122
74
$673K 0.19%
26,870
-26,872
75
$664K 0.18%
26,246
-28,415
1 2
3
4 5