FEM

Fulcrum Equity Management Portfolio holdings

AUM $97.4M
1-Year Est. Return 19.11%
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.87%
2 Technology 3.49%
3 Industrials 3.06%
4 Consumer Discretionary 2.62%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-7,023
227
-5,781
228
-2,410
229
-54,375
230
-30,138
231
-5,182
232
-14,846
233
-10,943
234
-5,733
235
-14,530
236
-13,856
237
-15,935
238
-29,301
239
-21,077
240
-6,396
241
-51,417
242
-66,315
243
-2,246
244
-52,404
245
-13,742