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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
$476M
AUM Growth
-$757K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$7.93M
3
+$6.98M
4
DSTX icon
Distillate International Fundamental Stability & Value ETF
DSTX
+$5.65M
5
SMIN icon
iShares MSCI India Small-Cap ETF
SMIN
+$5.35M

Top Sells

1
+$9.36M
2
+$6.09M
3
+$6.06M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$4.27M
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$3.42M

Sector Composition

1 Technology 5.93%
2 Financials 2.45%
3 Communication Services 1.5%
4 Consumer Discretionary 1.32%
5 Energy 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
101
Eaton
ETN
$158B
$585K 0.12%
1,635
+237
HON icon
102
Honeywell
HON
$144B
$583K 0.12%
2,580
+217
ABBV icon
103
AbbVie
ABBV
$392B
$579K 0.12%
2,662
+405
T icon
104
AT&T
T
$162B
$578K 0.12%
19,948
+144
GTLS icon
105
Chart Industries
GTLS
$9.89B
$578K 0.12%
2,795
+418
CMI icon
106
Cummins
CMI
$93.8B
$577K 0.12%
1,073
-80
JEPI icon
107
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$575K 0.12%
10,152
+1,315
PAXS
108
PIMCO Access Income Fund
PAXS
$663M
$573K 0.12%
39,750
TDY icon
109
Teledyne Technologies
TDY
$29.1B
$571K 0.12%
943
+56
DSMC icon
110
Distillate Small/Mid Cash Flow ETF
DSMC
$127M
$564K 0.12%
15,068
-1,192
FTSM icon
111
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
$557K 0.12%
9,324
FTNT icon
112
Fortinet
FTNT
$110B
$557K 0.12%
6,819
+1,098
EMR icon
113
Emerson Electric
EMR
$82.1B
$546K 0.11%
4,166
+709
QCOM icon
114
Qualcomm
QCOM
$233B
$543K 0.11%
4,217
+1,228
TGT icon
115
Target
TGT
$60.5B
$534K 0.11%
4,404
+682
APLD icon
116
Applied Digital
APLD
$13.3B
$505K 0.11%
21,270
P
117
Everpure Inc
P
$24.8B
$490K 0.1%
8,306
+1,578
VGIT icon
118
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$490K 0.1%
8,228
SPTM icon
119
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.6B
$489K 0.1%
6,186
EOG icon
120
EOG Resources
EOG
$70.3B
$480K 0.1%
3,323
+644
GPI icon
121
Group 1 Automotive
GPI
$3.88B
$479K 0.1%
1,449
-37
ANET icon
122
Arista Networks
ANET
$213B
$477K 0.1%
3,889
+358
AN icon
123
AutoNation
AN
$6.47B
$476K 0.1%
2,439
+326
NXPI icon
124
NXP Semiconductors
NXPI
$79.8B
$464K 0.1%
2,357
+529
ADBE icon
125
Adobe
ADBE
$83.4B
$464K 0.1%
1,907
+481
3 4
5
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