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
$291M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$145M
2 +$936K
3 +$841K
4
VEEV icon
Veeva Systems
VEEV
+$688K
5
WEX icon
WEX
WEX
+$680K

Sector Composition

1 Energy 1.68%
2 Healthcare 1.55%
3 Technology 1.46%
4 Consumer Discretionary 1.27%
5 Industrials 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,120
102
-12,604
103
-4,858
104
-3,808
105
-10,180
106
-30,289