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
$206M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.58%
2 Financials 2.68%
3 Healthcare 2.37%
4 Consumer Discretionary 2.36%
5 Consumer Staples 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,345
102
-15,959
103
-12,860