Portfolio (Quarterly)
Guide ↗
Crumly & Associates Inc.
· CIK 0001759578| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JSI | JANUS DETROIT STR TR | — | 179,881 | $9.4M | 1.96% | SOLD |
| 2 | SGVT | SCHWAB STRATEGIC TR | — | 13,617 | $1.4M | 0.29% | SOLD |
| 3 | — | ASTRAZENECA PLC | — | 8,111 | $746K | 0.16% | SOLD |
| 4 | — | CYBERARK SOFTWARE LTD | — | 1,058 | $472K | 0.10% | SOLD |
| 5 | RKLB | ROCKET LAB CORP | Industrials | 3,546 | $247K | 0.05% | SOLD |
| 6 | — | FS SPECIALTY LENDING FD | — | 16,986 | $240K | 0.05% | SOLD |
| 7 | HSY | HERSHEY CO | Consumer Defensive | 1,177 | $214K | 0.04% | SOLD |
| 8 | VUG | VANGUARD INDEX FDS | — | 419 | $204K | 0.04% | SOLD |
| 9 | VGK | VANGUARD INTL EQUITY INDEX F | — | 2,414 | $202K | 0.04% | SOLD |
Sector Allocation
Financial Services
34.5%
Technology
27.9%
Communication Services
7.2%
Consumer Cyclical
6.3%
Energy
4.9%
Healthcare
4.3%
Industrials
3.7%
Utilities
3.6%
Consumer Defensive
3.4%
Real Estate
2.3%