FC
Fulcrum Capital Portfolio holdings
AUM
$498M
1-Year Est. Return
20.04%
1 Year Est. Return
+20.04%
AUM
$498M
AUM Growth
+$10.2M
(+2.1%)
Holding
104
Top Buys
| 1 | +$4.1M | |
| 2 | +$3.52M | |
| 3 | +$2.6M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$587K |
| 5 |
Netflix
NFLX
|
+$567K |
Top Sells
| 1 | +$9M | |
| 2 | +$1.49M | |
| 3 | +$1.39M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$512K |
| 5 |
Apple
AAPL
|
+$428K |
Sector Composition
| 1 | Technology | 30.99% |
| 2 | Financials | 11.88% |
| 3 | Healthcare | 10.84% |
| 4 | Communication Services | 10.13% |
| 5 | Consumer Discretionary | 8.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Becton Dickinson
BDX
$59.4B
| – | – |
-1,275
|
|
||
102
Electronic Arts
EA
$51.1B
| – | – |
-44,637
|
|
||
103
Mondelez International
MDLZ
$73.9B
| – | – |
-3,510
|
|
||
104
Texas Instruments
TXN
$172B
| – | – |
-1,673
|
|