FAM

Fulcrum Asset Management Portfolio holdings

AUM $130M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$82.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$6.04M
2
+$4.86M
3
+$4.03M
4
EL icon
Estee Lauder
EL
+$3.79M
5
V icon
Visa
V
+$3.41M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 15.41%
3 Financials 13.16%
4 Materials 9.79%
5 Industrials 9.77%
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