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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
ORCL icon
126
Oracle
ORCL
$554B
$451K 0.09%
3,067
+1,401
AMD icon
127
Advanced Micro Devices
AMD
$892B
$444K 0.09%
2,185
+367
PEP icon
128
PepsiCo
PEP
$200B
$443K 0.09%
2,854
+669
TBLL icon
129
Invesco Short Term Treasury ETF
TBLL
$2.57B
$438K 0.09%
4,150
IAU icon
130
iShares Gold Trust
IAU
$67.1B
$423K 0.09%
4,797
-843
BAC icon
131
Bank of America
BAC
$396B
$421K 0.09%
8,645
ACN icon
132
Accenture
ACN
$102B
$412K 0.09%
2,080
+486
MCD icon
133
McDonald's
MCD
$203B
$396K 0.08%
1,274
+136
FDIS icon
134
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.7B
$393K 0.08%
4,216
CSCO icon
135
Cisco
CSCO
$474B
$375K 0.08%
4,834
+148
VGT icon
136
Vanguard Information Technology ETF
VGT
$147B
$373K 0.08%
4,280
VXUS icon
137
Vanguard Total International Stock ETF
VXUS
$155B
$373K 0.08%
4,838
CFG icon
138
Citizens Financial Group
CFG
$28.2B
$362K 0.08%
6,039
FIDU icon
139
Fidelity MSCI Industrials Index ETF
FIDU
$2.23B
$361K 0.08%
4,175
FCX icon
140
Freeport-McMoran
FCX
$101B
$359K 0.08%
6,113
+188
EEM icon
141
iShares MSCI Emerging Markets ETF
EEM
$30.9B
$350K 0.07%
6,158
-1,300
OMC icon
142
Omnicom Group
OMC
$21.8B
$350K 0.07%
4,643
+1,338
TJX icon
143
TJX Companies
TJX
$185B
$335K 0.07%
2,096
-88
BSX icon
144
Boston Scientific
BSX
$69.5B
$333K 0.07%
5,303
-116
ET icon
145
Energy Transfer Partners
ET
$65.1B
$327K 0.07%
16,948
PDO
146
PIMCO Dynamic Income Opportunities Fund
PDO
$1.85B
$323K 0.07%
25,000
+10,000
MET icon
147
MetLife
MET
$56.4B
$318K 0.07%
4,495
+59
TRV icon
148
Travelers Companies
TRV
$65.2B
$316K 0.07%
1,082
+4
BXMT icon
149
Blackstone Mortgage Trust
BXMT
$3.06B
$312K 0.07%
16,291
+1,000
ATR icon
150
AptarGroup
ATR
$7.54B
$311K 0.07%
2,468
+555
4 5
6
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