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
$191M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.1M
3
+$14.6M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$14.6M
5
IBB icon
iShares Biotechnology ETF
IBB
+$4.06M

Top Sells

1
+$42.5M
2
+$18.9M
3
+$16.9M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.76M
5
IYF icon
iShares US Financials ETF
IYF
+$3.75M

Sector Composition

1 Industrials 2.9%
2 Technology 2.41%
3 Consumer Discretionary 2.21%
4 Healthcare 1.86%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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