- New Purchases: IQLT, VOO, HYLS, FHLC, MA, MSFT, TSLA, MRK, MDT, EEMV, LMBS,
- Added Positions: FDN, FTEC, XSLV, DGRO, MTUM, FVD, AAPL, FTSM, CNP, DIS, T, SMMU, WMT, AMZN, BABA,
- Reduced Positions: FEM, IOO, IJH, SPTM, FBT, DBEF, BOND, FTC, IAGG, IAU, CLF,
- Sold Out: IJR, SCZ, FXO, EMLP, EMM, IXUS, SPEM, GSY, ACWV, IEMG, CVS, SPSM, JPM, FTCS, VB,
For the details of Crumly & Associates Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/crumly+%26+associates+inc./current-portfolio/portfolio
These are the top 5 holdings of Crumly & Associates Inc.- First Trust VL Dividend (FVD) - 395,186 shares, 14.18% of the total portfolio. Shares added by 16.50%
- iShares Edge MSCI USA Momentum Factor (MTUM) - 94,637 shares, 13.06% of the total portfolio. Shares added by 20.94%
- First Trust DJ Internet Index Fund (FDN) - 52,948 shares, 8.49% of the total portfolio. Shares added by 210.11%
- iShares Core Dividend Growth (DGRO) - 189,850 shares, 8.02% of the total portfolio. Shares added by 40.10%
- Fidelity MSCI Information Technology Index (FTEC) - 85,355 shares, 6.94% of the total portfolio. Shares added by 307.44%
Crumly & Associates Inc. initiated holding in iShares Edge MSCI Intl Quality Factor. The purchase prices were between $22.29 and $32.88, with an estimated average price of $29.92. The stock is now traded at around $26.40. The impact to a portfolio due to this purchase was 5.58%. The holding were 166,621 shares as of .
New Purchase: Vanguard S&P 500 (VOO)Crumly & Associates Inc. initiated holding in Vanguard S&P 500. The purchase prices were between $204.27 and $310.92, with an estimated average price of $282.37. The stock is now traded at around $251.80. The impact to a portfolio due to this purchase was 5.48%. The holding were 17,858 shares as of .
New Purchase: First Trust High Yield Long/Short ETF (HYLS)Crumly & Associates Inc. initiated holding in First Trust High Yield Long/Short ETF. The purchase prices were between $37.73 and $49.05, with an estimated average price of $47.03. The stock is now traded at around $44.75. The impact to a portfolio due to this purchase was 1.2%. The holding were 22,051 shares as of .
New Purchase: Fidelity MSCI Health Care Index (FHLC)Crumly & Associates Inc. initiated holding in Fidelity MSCI Health Care Index. The purchase prices were between $36.18 and $50.78, with an estimated average price of $47.11. The stock is now traded at around $47.52. The impact to a portfolio due to this purchase was 0.96%. The holding were 17,191 shares as of .
New Purchase: Mastercard Inc (MA)Crumly & Associates Inc. initiated holding in Mastercard Inc. The purchase prices were between $203.3 and $344.56, with an estimated average price of $298.41. The stock is now traded at around $245.10. The impact to a portfolio due to this purchase was 0.88%. The holding were 2,796 shares as of .
New Purchase: Microsoft Corp (MSFT)Crumly & Associates Inc. initiated holding in Microsoft Corp. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $166.56. The impact to a portfolio due to this purchase was 0.7%. The holding were 3,405 shares as of .
Added: First Trust DJ Internet Index Fund (FDN)Crumly & Associates Inc. added to a holding in First Trust DJ Internet Index Fund by 210.11%. The purchase prices were between $107.38 and $154.58, with an estimated average price of $138.67. The stock is now traded at around $135.42. The impact to a portfolio due to this purchase was 5.75%. The holding were 52,948 shares as of .
Added: Fidelity MSCI Information Technology Index (FTEC)Crumly & Associates Inc. added to a holding in Fidelity MSCI Information Technology Index by 307.44%. The purchase prices were between $54.79 and $80.45, with an estimated average price of $71.44. The stock is now traded at around $65.75. The impact to a portfolio due to this purchase was 5.24%. The holding were 85,355 shares as of .
Added: Invesco S&P SmallCap Low Volatility (XSLV)Crumly & Associates Inc. added to a holding in Invesco S&P SmallCap Low Volatility by 415.54%. The purchase prices were between $28.19 and $51.45, with an estimated average price of $46.08. The stock is now traded at around $32.08. The impact to a portfolio due to this purchase was 4.69%. The holding were 135,355 shares as of .
Added: iShares Core Dividend Growth (DGRO)Crumly & Associates Inc. added to a holding in iShares Core Dividend Growth by 40.10%. The purchase prices were between $27.77 and $42.79, with an estimated average price of $38.83. The stock is now traded at around $34.47. The impact to a portfolio due to this purchase was 2.3%. The holding were 189,850 shares as of .
Added: iShares Edge MSCI USA Momentum Factor (MTUM)Crumly & Associates Inc. added to a holding in iShares Edge MSCI USA Momentum Factor by 20.94%. The purchase prices were between $90.36 and $137.08, with an estimated average price of $124.42. The stock is now traded at around $113.16. The impact to a portfolio due to this purchase was 2.26%. The holding were 94,637 shares as of .
Added: Apple Inc (AAPL)Crumly & Associates Inc. added to a holding in Apple Inc by 26.07%. The purchase prices were between $224.37 and $327.2, with an estimated average price of $295.01. The stock is now traded at around $268.80. The impact to a portfolio due to this purchase was 0.4%. The holding were 5,822 shares as of .
Sold Out: iShares Core S&P Small-Cap (IJR)Crumly & Associates Inc. sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $48.88 and $85.12, with an estimated average price of $74.15.
Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)Crumly & Associates Inc. sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $38.34 and $62.84, with an estimated average price of $56.15.
Sold Out: First Trust Financials AlphaDEX (FXO)Crumly & Associates Inc. sold out a holding in First Trust Financials AlphaDEX. The sale prices were between $17.61 and $34.24, with an estimated average price of $29.65.
Sold Out: First Trust North American Energy Infrastructure F (EMLP)Crumly & Associates Inc. sold out a holding in First Trust North American Energy Infrastructure F. The sale prices were between $14.65 and $25.97, with an estimated average price of $23.06.
Sold Out: SPDR Russell Small Cap Complet (EMM)Crumly & Associates Inc. sold out a holding in SPDR Russell Small Cap Complet. The sale prices were between $82.85 and $82.85, with an estimated average price of $82.85.
Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)Crumly & Associates Inc. sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $40.8 and $63.03, with an estimated average price of $56.99.
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