CA
Crumly & Associates Portfolio holdings
AUM
$411M
This Quarter Return
-4.89%
1 Year Return
+12.46%
3 Year Return
+43.1%
5 Year Return
+85.41%
10 Year Return
–
AUM
$242M
AUM Growth
+$242M
(+0.72%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
5.85%
Top 10 Holdings %
Top 10 Hldgs %
48.1%
Holding
108
New
2
Increased
60
Reduced
35
Closed
4
Top Buys
Top Sells
| 1 |
First Trust Capital Strength ETF
FTCS
|
$1.91M |
| 2 |
First Trust Senior Loan Fund ETF
FTSL
|
$1.62M |
| 3 |
Distillate US Fundamental Stability & Value ETF
DSTL
|
$1.43M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.03M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$915K |
Sector Composition
| 1 | Technology | 2.71% |
| 2 | Consumer Discretionary | 2.18% |
| 3 | Financials | 1.87% |
| 4 | Healthcare | 1.64% |
| 5 | Materials | 1.26% |
