FAM
Fulcrum Asset Management Portfolio holdings
AUM
$662M
1-Year Est. Return
48.09%
This Fund
S&P 500
1 Year Est. Return
+48.09%
AUM
$662M
AUM Growth
+$302M
(+84%)
Holding
233
Top Buys
| 1 | +$18M | |
| 2 | +$17.7M | |
| 3 | +$14.5M | |
| 4 |
Waste Management
WM
|
+$12.8M |
| 5 |
SLB Ltd
SLB
|
+$12.7M |
Top Sells
| 1 | +$5.14M | |
| 2 | +$3.51M | |
| 3 | +$3.05M | |
| 4 |
Royal Bank of Canada
RY
|
+$1.98M |
| 5 |
AptarGroup
ATR
|
+$1.78M |
Sector Composition
| 1 | Energy | 28.61% |
| 2 | Technology | 20.72% |
| 3 | Materials | 9.17% |
| 4 | Industrials | 8.78% |
| 5 | Financials | 7.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
ServiceNow
NOW
$132B
| – | – |
-5,000
|
|
||
227
Travelers Companies
TRV
$62.1B
| – | – |
-17,596
|
|
||
228
Vale
VALE
$71.7B
| – | – |
-28,982
|
|
||
229
Workday
WDAY
$36.8B
| – | – |
-1,050
|
|