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Bridget Johnson

Crumly & Associates Inc.

Assets Managed
$475.948M
Holdings
200
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-0.15%(2Q avg: 2.05%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Crumly & Associates Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 200 positions.

Assets under management

The assets under management (AUM) of Crumly & Associates Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 475.948M in assets, with a quarterly growth rate of -0.15% and a 2-quarter average growth rate of 2.05%. The portfolio is managed by Bridget Johnson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Increased 35.62%
5.51%
$26.205M
616,666 shares@ $42.5 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Decreased -11.71%
4.51%
$21.449M
253,779 shares@ $84.52 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -9.69%
4.39%
$20.888M
305,910 shares@ $68.28 avg price
DSTL
Distillate Us Fundamental St
Recent Activity
Decreased -1.99%
4.37%
$20.789M
359,166 shares@ $57.88 avg price
DSTX
Distillate International Fun
Recent Activity
Increased 38.88%
4.16%
$19.755M
609,624 shares@ $32.41 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Decreased -9.06%
3.6%
$17.093M
433,507 shares@ $39.43 avg price
NFTY
First Trust India Nifty 50 E
Recent Activity
Increased 48.09%
3.06%
$14.522M
282,009 shares@ $51.5 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 200.03%
2.87%
$13.641M
270,808 shares@ $50.38 avg price
PSH
Pgim Short Duration High Yld
Recent Activity
Increased 146.24%
2.77%
$13.175M
265,647 shares@ $49.6 avg price
SMCO
Hilton Small-midcap Opp Etf
Recent Activity
Decreased -11.13%
2.57%
$12.225M
449,785 shares@ $27.18 avg price

1-10 of 200