FC

Fulcrum Capital Portfolio holdings

AUM $488M
1-Year Est. Return 19.13%
This Quarter Est. Return
1 Year Est. Return
+19.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$6.37M
3 +$3.45M
4
ZTS icon
Zoetis
ZTS
+$600K
5
FSLR icon
First Solar
FSLR
+$531K

Top Sells

1 +$18.4M
2 +$12.7M
3 +$9.08M
4
NVDA icon
NVIDIA
NVDA
+$5.28M
5
FANG icon
Diamondback Energy
FANG
+$4.86M

Sector Composition

1 Technology 30.21%
2 Financials 12.62%
3 Healthcare 10.55%
4 Communication Services 9.18%
5 Consumer Discretionary 8.37%