FAM

Fulcrum Asset Management Portfolio holdings

AUM $361M
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 +$35.9M
2 +$29.9M
3 +$17.7M
4
AVGO icon
Broadcom
AVGO
+$15.7M
5
JPM icon
JPMorgan Chase
JPM
+$11.3M

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%