FAM

Fulcrum Asset Management Portfolio holdings

AUM $359M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1 +$28.6M
2 +$26.1M
3 +$16M
4
AVGO icon
Broadcom
AVGO
+$12.4M
5
JPM icon
JPMorgan Chase
JPM
+$9.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 34.93%
2 Financials 16.97%
3 Healthcare 8.6%
4 Consumer Discretionary 8.19%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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