FAM
Fulcrum Asset Management Portfolio holdings
AUM
$130M
This Quarter Return
+8.06%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$156M
AUM Growth
-$140M
(-47%)
Cap. Flow
-$296M
Cap. Flow
% of AUM
-189.64%
Top 10 Holdings %
Top 10 Hldgs %
23.79%
Holding
253
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
Franco-Nevada
FNV
|
$9.46M |
| 2 |
CF Industries
CF
|
$9.27M |
| 3 |
Idexx Laboratories
IDXX
|
$8.43M |
| 4 |
Chewy
CHWY
|
$8.41M |
| 5 |
Zoetis
ZTS
|
$8.08M |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Consumer Discretionary | 14.44% |
| 3 | Industrials | 12.59% |
| 4 | Financials | 12.39% |
| 5 | Materials | 7.65% |