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
$242M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$2.96M
3
+$2.18M
4
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$1.71M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.69M

Top Sells

1
+$1.91M
2
+$1.62M
3
+$1.43M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.03M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$915K

Sector Composition

1 Technology 2.71%
2 Consumer Discretionary 2.18%
3 Financials 1.87%
4 Healthcare 1.64%
5 Materials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$404K 0.17%
10,932
-200
77
$400K 0.17%
3,624
+1,073
78
$396K 0.16%
4,910
+211
79
$373K 0.15%
6,121
+374
80
$368K 0.15%
2,557
+55
81
$355K 0.15%
1,328
82
$353K 0.15%
8,235
+860
83
$342K 0.14%
25,354
+2,631
84
$337K 0.14%
10,315
+1,098
85
$330K 0.14%
2,357
-52
86
$326K 0.13%
5,057
+520
87
$319K 0.13%
11,675
-1,366
88
$311K 0.13%
7,048
89
$304K 0.13%
9,124
+1,085
90
$289K 0.12%
3,178
-139
91
$281K 0.12%
9,954
+1,244
92
$274K 0.11%
4,499
+583
93
$268K 0.11%
5,539
+1,439
94
$257K 0.11%
930
95
$252K 0.1%
10,618
+59
96
$250K 0.1%
9,594
+1,237
97
$246K 0.1%
105,590
+34,343
98
$245K 0.1%
+5,000
99
$229K 0.09%
2,676
100
$215K 0.09%
+3,144
1 2 3
4
5