CA
Crumly & Associates Portfolio holdings
AUM
$411M
1-Year Est. Return
12.46%
1 Year Est. Return
+12.46%
AUM
$411M
AUM Growth
+$48.7M
(+13%)
Holding
185
Top Buys
| 1 | +$17.8M | |
| 2 | +$4.57M | |
| 3 | +$3.9M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.65M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$2.01M |
Top Sells
| 1 | +$5.05M | |
| 2 | +$3.88M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$859M
| – | – |
-3,198
|
|
||
177
Vanguard Mid-Cap ETF
VO
$88B
| – | – |
-1,016
|
|
||
178
Airbnb
ABNB
$77.5B
| – | – |
-3,772
|
|
||
179
Cleveland-Cliffs
CLF
$6.15B
| – | – |
-57,749
|
|
||
180
First Trust S&P REIT Index Fund
FRI
$154M
| – | – |
-13,906
|
|
||
181
First Trust Enhanced Short Maturity ETF
FTSM
$6.17B
| – | – |
-12,446
|
|
||
182
Hanesbrands
HBI
$2.34B
| – | – |
-11,533
|
|
||
183
Tema ETF Trust Tema Heart & Health ETF
HRTS
$53.4M
| – | – |
-21,016
|
|
||
184
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
| – | – |
-12,450
|
|
||
185
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$561M
| – | – |
-21,854
|
|