We are live on ! Find out more
FEM

Fulcrum Equity Management Portfolio holdings

AUM $103M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.6M
3
+$14.2M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$14.1M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.76M

Top Sells

1
+$42.6M
2
+$17.6M
3
+$16M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.76M
5
IYF icon
iShares US Financials ETF
IYF
+$3.75M

Sector Composition

1 Industrials 2.9%
2 Technology 2.41%
3 Consumer Discretionary 2.21%
4 Healthcare 1.86%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-53
227
– –
-5,754
228
– –
-31
229
– –
-434
230
– –
-250
231
– –
-104,156
232
– –
-5
233
– –
-916
234
– –
-15
235
– –
-667
236
– –
-7,096
237
– –
-26
238
– –
-19
239
– –
-143
240
– –
-85
241
– –
-40
242
– –
-619
243
– –
-2,976
244
– –
-148
245
– –
-139
246
– –
-2,252
247
– –
-178
248
– –
-28
249
– –
-1,084
6 7 8 9
10