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
$124M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$2.9M
3
+$2.86M
4
VAMO icon
Cambria Value and Momentum ETF
VAMO
+$2.85M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$2.81M

Top Sells

1
+$5.12M
2
+$4.05M
3
+$3.82M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.77M
5
NURE icon
Nuveen Short-Term REIT ETF
NURE
+$3.57M

Sector Composition

1 Energy 2.87%
2 Healthcare 1.44%
3 Consumer Staples 1.07%
4 Financials 0.93%
5 Consumer Discretionary 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
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