FEM

Fulcrum Equity Management Portfolio holdings

AUM $104M
1-Year Est. Return 20.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.9%
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
+$7.41M
2
+$3.09M
3
+$2.98M
4
PBJ icon
Invesco Food & Beverage ETF
PBJ
+$2.97M
5
VAMO icon
Cambria Value and Momentum ETF
VAMO
+$2.97M

Top Sells

1
+$5.56M
2
+$4.14M
3
+$4.05M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.82M
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
in Stake 		Capital Flow
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