CA
Crumly & Associates Portfolio holdings
AUM
$411M
1-Year Return
12.46%
This Quarter Return
+9.17%
1 Year Return
+12.46%
3 Year Return
+43.1%
5 Year Return
+85.41%
10 Year Return
–
AUM
$411M
AUM Growth
+$48.7M
(+13%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
40.48%
Holding
185
New
18
Increased
48
Reduced
79
Closed
26
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$17.8M |
| 2 |
JPMorgan Active Growth ETF
JGRO
|
$4.57M |
| 3 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$3.9M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.65M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$2.01M |
Top Sells
| 1 |
Distillate Small/Mid Cash Flow ETF
DSMC
|
$5.05M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.88M |
| 3 |
JPMorgan Active Value ETF
JAVA
|
$1.92M |
| 4 |
First Trust Municipal High Income ETF
FMHI
|
$1.71M |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
$1.32M |
Sector Composition
| 1 | Technology | 4.76% |
| 2 | Financials | 2.29% |
| 3 | Communication Services | 1.57% |
| 4 | Consumer Discretionary | 1.39% |
| 5 | Healthcare | 0.83% |
