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
$362M
AUM Growth
-$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$10.6M
3
+$9.28M
4
SMCO icon
Hilton Small-MidCap Opportunity ETF
SMCO
+$4.82M
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$4.59M

Top Sells

1
+$8.92M
2
+$8.83M
3
+$8.49M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$7.11M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$5.36M

Sector Composition

1 Technology 4.78%
2 Financials 2.37%
3 Consumer Discretionary 1.55%
4 Healthcare 1.25%
5 Communication Services 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.08%
2,102
+351
127
$303K 0.08%
3,144
+438
128
$301K 0.08%
+2,995
129
$300K 0.08%
4,838
130
$300K 0.08%
2,461
-18
131
$296K 0.08%
4,373
+388
132
$286K 0.08%
4,175
133
$284K 0.08%
909
134
$280K 0.08%
9,212
+1,963
135
$279K 0.08%
1,722
+210
136
$279K 0.08%
+5,503
137
$274K 0.08%
4,711
138
$267K 0.07%
8,612
-1,000
139
$263K 0.07%
1,016
+20
140
$261K 0.07%
465
+30
141
$261K 0.07%
1,740
+198
142
$259K 0.07%
2,364
+279
143
$259K 0.07%
675
+87
144
$256K 0.07%
+868
145
$253K 0.07%
27,924
+904
146
$249K 0.07%
+1,236
147
$247K 0.07%
6,029
148
$246K 0.07%
427
+20
149
$241K 0.07%
+772
150
$241K 0.07%
2,529
3 4 5
6
7