CA
Crumly & Associates Portfolio holdings
AUM
$457M
1-Year Est. Return
13.33%
1 Year Est. Return
+13.33%
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
iShares Russell 2000 ETF
IWM
$68.2B
| – | – |
-1,007
|
|
||
177
Coca-Cola
KO
$306B
| – | – |
-5,627
|
|
||
178
Lucid Motors
LCID
$4.6B
| – | – |
-1,073
|
|
||
179
Alliant Energy
LNT
$17.3B
| – | – |
-3,163
|
|
||
180
Pfizer
PFE
$142B
| – | – |
-16,111
|
|
||
181
PGIM Ultra Short Bond ETF
PULS
$12.5B
| – | – |
-4,083
|
|
||
182
Rio Tinto
RIO
$115B
| – | – |
-3,359
|
|
||
183
Xtrackers Short Duration High Yield Bond ETF
SHYL
$229M
| – | – |
-7,474
|
|
||
184
Tractor Supply
TSCO
$29.3B
| – | – |
-4,325
|
|
||
185
Vanguard Mid-Cap ETF
VO
$86.8B
| – | – |
-1,016
|
|