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
$156M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$9.46M
2
+$8.4M
3
+$7.99M
4
WPM icon
Wheaton Precious Metals
WPM
+$7.11M
5
DG icon
Dollar General
DG
+$4.78M

Sector Composition

1 Technology 18.61%
2 Consumer Discretionary 14.44%
3 Industrials 12.59%
4 Financials 12.39%
5 Materials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
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