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
$344M
AUM Growth
+$89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.5M
3
+$9.89M
4
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$7.9M
5
IBMQ icon
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
+$7.86M

Top Sells

1
+$7.68M
2
+$6.2M
3
+$4.92M
4
JPEM icon
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
+$4.37M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.34M

Sector Composition

1 Technology 2.94%
2 Financials 1.86%
3 Consumer Discretionary 1.35%
4 Energy 1.16%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$66.4K 0.02%
27,779
-27
127
$50.7K 0.01%
49,263
128
– –
-2,756
129
– –
-57,504
130
– –
-98,398
131
– –
-23,880
132
– –
-86,680
133
– –
-3,681
134
– –
-540
135
– –
-7
2 3 4 5
6