FAM

Fulcrum Asset Management Portfolio holdings

AUM $662M
1-Year Est. Return 48.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$9.5M
2 +$9.46M
3 +$9.27M
4
BABA icon
Alibaba
BABA
+$9.18M
5
IDXX icon
Idexx Laboratories
IDXX
+$8.93M

Sector Composition

1 Consumer Discretionary 27.13%
2 Technology 18.3%
3 Industrials 12.72%
4 Real Estate 9.79%
5 Materials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-23,548
202
-11,184
203
-69,070
204
-90,034
205
-85,875