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FC

Fulcrum Capital Portfolio holdings

AUM $461M
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
-5.04%
1 Year Est. Return
+17.82%
3 Year Est. Return
+69.99%
5 Year Est. Return
+87.12%
10 Year Est. Return
–
AUM
$461M
AUM Growth
-$37.3M
Cap. Flow
-$4.3M
Cap. Flow %
-0.93%
Top 10 Hldgs %
48.14%
Holding
102
New
3
Increased
25
Reduced
45
Closed
1

Top Buys

1
MSFT icon
Microsoft
MSFT
+$2.66M
2
FTNT icon
Fortinet
FTNT
+$2.46M
3
NFLX icon
Netflix
NFLX
+$2.08M
4
UBER icon
Uber
UBER
+$1.67M
5
SPGI icon
S&P Global
SPGI
+$1.66M

Top Sells

1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.32M
2
ULTA icon
Ulta Beauty
ULTA
+$3.09M
3
JPM icon
JPMorgan Chase
JPM
+$1.56M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$998K
5
FSLR icon
First Solar
FSLR
+$920K

Sector Composition

1 Technology 30.26%
2 Financials 11.68%
3 Healthcare 10.72%
4 Communication Services 9.13%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPT
101
Medical Properties Trust
MPT
$2.91B
$159K 0.03%
34,400
-100
-0.3% -$521
IWF icon
102
iShares Russell 1000 Growth ETF
IWF
$126B
– –
-1,768
Closed -$209K
1 2 3 4
5

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