Fulcrum Equity Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Fulcrum Equity Management’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-34,919	Closed	-$1.37M	–	111
2023 Q3	$1.37M	Sell	34,919 -1,912	-5%	-$78.1K	1.61%	12
2023 Q2	$1.5M	Buy	+36,831	New	+$1.37M	1.74%	14
2021 Q1	–	Sell	-20,212	Closed	-$714K	–	207
2020 Q4	$714K	Buy	20,212 +11,125	+122%	+$371K	0.28%	73
2020 Q3	$290K	Buy	9,087 +207	+2%	+$6.4K	0.13%	116
2020 Q2	$249K	Buy	+8,880	New	+$228K	0.12%	123

Other funds holding TMFC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Redwood Financial Network Solon, Ohio $180M AUM 25.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Walker Asset Management Verona, Missouri $197M AUM 22.74% 1-Year Est. Return

Fulcrum Equity Management's TMFC Position: Q4 2023 in Review

Fulcrum Equity Management sold out of Motley Fool 100 Index ETF (TMFC) in Q4 2023, closing a stake of 34,919 shares — an estimated $1.37M sold.

Fulcrum Equity Management first reported a position in TMFC in Q2 2020 and held it in 5 quarters. The position peaked at $1.5M in Q2 2023. 84 funds tracked by Wall St. Rank hold TMFC as of Q4 2023.

Fulcrum Equity Management reported no remaining Motley Fool 100 Index ETF position as of Q4 2023 after selling out during the quarter.
Fulcrum Equity Management sold 34,919 Motley Fool 100 Index ETF shares in Q4 2023, an estimated $1.37M.
Fulcrum Equity Management first reported a position in Motley Fool 100 Index ETF in Q2 2020 and held it in 5 quarters.
Fulcrum Equity Management's Motley Fool 100 Index ETF position peaked at $1.5M in Q2 2023.
84 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q4 2023.

Based on Fulcrum Equity Management's 13F filing for Q4 2023, filed 19 Jan 2024.