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
$202M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$6.88M
2
+$4.43M
3
+$3.84M
4
PDD icon
Pinduoduo
PDD
+$2.61M
5
BILI icon
Bilibili
BILI
+$2.27M

Sector Composition

1 Industrials 21.27%
2 Technology 16.06%
3 Consumer Discretionary 12.63%
4 Real Estate 10.92%
5 Financials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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