FC
Fulcrum Capital Portfolio holdings
AUM
$498M
1-Year Est. Return
20.04%
This Fund
S&P 500
1 Year Est. Return
+20.04%
AUM
$488M
AUM Growth
+$15M
(+3.2%)
Holding
102
Top Buys
| 1 | +$1.42M | |
| 2 | +$575K | |
| 3 | +$522K | |
| 4 |
Amazon
AMZN
|
+$485K |
| 5 |
Uber
UBER
|
+$462K |
Top Sells
| 1 | +$2.35M | |
| 2 | +$2.15M | |
| 3 | +$1.26M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.24M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.01M |
Sector Composition
| 1 | Technology | 31.2% |
| 2 | Financials | 11.67% |
| 3 | Communication Services | 10.16% |
| 4 | Healthcare | 10.15% |
| 5 | Consumer Discretionary | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Extra Space Storage
EXR
$31.9B
| – | – |
-1,693
|
|
||
102
Keurig Dr Pepper
KDP
$41.1B
| – | – |
-8,318
|
|