FC

Fulcrum Capital Portfolio holdings

AUM $498M
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.86M
2 +$1.12M
3 +$910K
4
PXD
Pioneer Natural Resource Co.
PXD
+$838K
5
V icon
Visa
V
+$631K

Top Sells

1 +$4.75M
2 +$2.8M
3 +$1.69M
4
BBY icon
Best Buy
BBY
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.48M

Sector Composition

1 Technology 24.07%
2 Financials 13.15%
3 Healthcare 13.07%
4 Consumer Discretionary 8.46%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,570
127
-4,978