FC
Fulcrum Capital Portfolio holdings
AUM
$473M
1-Year Est. Return
17.11%
1 Year Est. Return
+17.11%
AUM
$473M
AUM Growth
+$21.7M
(+4.8%)
Holding
110
Top Buys
| 1 | +$18.8M | |
| 2 | +$6.37M | |
| 3 | +$3.45M | |
| 4 |
Zoetis
ZTS
|
+$600K |
| 5 |
First Solar
FSLR
|
+$531K |
Top Sells
| 1 | +$18.4M | |
| 2 | +$12.7M | |
| 3 | +$9.08M | |
| 4 |
NVIDIA
NVDA
|
+$5.28M |
| 5 |
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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Boise Cascade
BCC
$2.65B
| – | – |
-4,907
|
|
||
102
Church & Dwight Co
CHD
$21.6B
| – | – |
-1,905
|
|
||
103
Dimensional US Core Equity 2 ETF
DFAC
$37.9B
| – | – |
-11,065
|
|
||
|
104
Diamondback Energy
FANG
$40.3B
| – | – |
-30,402
|
|
||
105
Goldman Sachs
GS
$232B
| – | – |
-526
|
|
||
106
Eli Lilly
LLY
$720B
| – | – |
-263
|
|
||
107
Stryker
SYK
$143B
| – | – |
-588
|
|
||
108
Verizon
VZ
$171B
| – | – |
-30,130
|
|
||
109
Williams-Sonoma
WSM
$22.6B
| – | – |
-2,010
|
|
||
110
Exxon Mobil
XOM
$479B
| – | – |
-3,378
|
|