FEM
Fulcrum Equity Management Portfolio holdings
AUM
$97.4M
This Quarter Return
+23.91%
1 Year Return
+19.11%
3 Year Return
+69.99%
5 Year Return
+155.09%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+51%)
Cap. Flow
+$67M
Cap. Flow
% of AUM
31.69%
Top 10 Holdings %
Top 10 Hldgs %
53.93%
Holding
143
New
94
Increased
41
Reduced
2
Closed
5
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$101M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.44M |
| 3 |
MSUS
LHA Market State U.S. Tactical ETF
MSUS
|
$560K |
| 4 |
Interpublic Group of Companies
IPG
|
$261K |
| 5 |
Omnicom Group
OMC
|
$243K |
Sector Composition
| 1 | Technology | 2.98% |
| 2 | Industrials | 2.85% |
| 3 | Healthcare | 2.71% |
| 4 | Financials | 2.41% |
| 5 | Consumer Discretionary | 1.86% |
