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
$273M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$145M
2 +$92.1M
3 +$2.35M
4
HEI icon
HEICO Corp
HEI
+$1.2M
5
PYPL icon
PayPal
PYPL
+$984K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 2.17%
2 Consumer Discretionary 1.73%
3 Industrials 1.5%
4 Energy 1.38%
5 Technology 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$218K 0.08%
+2,529
77
$217K 0.08%
+2,000
78
$212K 0.08%
+3,808
79
$200K 0.07%
+2,100