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
$251M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.12M
3
+$2.87M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.69M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.58M

Top Sells

1
+$6.09M
2
+$6.01M
3
+$3.07M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.93M

Sector Composition

1 Technology 6.37%
2 Healthcare 3.19%
3 Consumer Discretionary 3.1%
4 Industrials 2.26%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 1.1%
6,087
+443
27
$2.69M 1.07%
+7,331
28
$2.5M 1%
45,816
-720
29
$2.48M 0.99%
190,360
+480
30
$2.39M 0.95%
+29,743
31
$2.38M 0.95%
66,290
-642
32
$2.37M 0.94%
+19,003
33
$2.37M 0.94%
2,202
+1,024
34
$2.33M 0.93%
14,074
+2,288
35
$2.3M 0.92%
6,428
-282
36
$2.3M 0.92%
26,386
+14,604
37
$2.28M 0.91%
24,898
+21,968
38
$2.28M 0.91%
+19,261
39
$2.23M 0.89%
+39,281
40
$2.17M 0.87%
9,937
+1,766
41
$2.12M 0.85%
+54,290
42
$2.12M 0.84%
24,894
-5,470
43
$2.12M 0.84%
+33,779
44
$2.1M 0.84%
+4,194
45
$2.08M 0.83%
7,633
-1,198
46
$2.02M 0.8%
+21,653
47
$2.01M 0.8%
12,737
+300
48
$1.99M 0.79%
5,726
-855
49
$1.75M 0.7%
12,677
+1,799
50
$1.75M 0.7%
19,712
+16,426
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