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
$86.2M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$2.37M
3 +$1.64M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$1.63M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$1.52M

Sector Composition

1 Energy 6.17%
2 Consumer Staples 3.44%
3 Industrials 2.81%
4 Healthcare 2.33%
5 Utilities 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$286K 0.33%
+4,791
77
$283K 0.33%
4,428
+1,042
78
$281K 0.33%
1,881
-2,296
79
$273K 0.32%
3,040
+34
80
$268K 0.31%
2,496
+121
81
$238K 0.28%
+2,694
82
$234K 0.27%
+3,274
83
$222K 0.26%
5,674
+57
84
$219K 0.25%
+5,180
85
$206K 0.24%
10,942
86
-59,465
87
-69,383
88
-10,682
89
-54,718
90
-1,366
91
-122,688
92
-97,911
93
-2,088
94
-7,247
95
-17,078
96
-47,194
97
-19,501
98
-26,697
99
-21,634
100
-102,540