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
$343M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$5.9M
2
+$5.79M
3
+$4.35M
4
WM icon
Waste Management
WM
+$4.32M
5
UNH icon
UnitedHealth
UNH
+$4.16M

Sector Composition

1 Industrials 24.85%
2 Technology 18.28%
3 Consumer Discretionary 13.35%
4 Materials 12.37%
5 Real Estate 10.35%
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