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
$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
+$2.4M
2
+$2.19M
3
+$2.09M
4
WRK
WestRock Company
WRK
+$2.02M
5
PLD icon
Prologis
PLD
+$1.91M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 15.41%
3 Financials 13.16%
4 Materials 9.79%
5 Industrials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
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