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
$258M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.2M
3
+$3.34M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.2M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.18M

Top Sells

1
+$6.16M
2
+$5.15M
3
+$3.22M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.73M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$2.7M

Sector Composition

1 Technology 5.01%
2 Healthcare 4.61%
3 Industrials 2.74%
4 Consumer Discretionary 1.64%
5 Energy 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$384K 0.15%
6,491
-1,460
102
$384K 0.15%
1,998
+11
103
$379K 0.15%
+3,687
104
$374K 0.15%
+5,030
105
$372K 0.14%
+6,370
106
$371K 0.14%
1,893
+437
107
$364K 0.14%
8,732
-675
108
$360K 0.14%
1,636
-32
109
$358K 0.14%
+6,535
110
$357K 0.14%
+8,760
111
$356K 0.14%
8,055
-1,648
112
$356K 0.14%
1,722
+13
113
$354K 0.14%
3,434
-498
114
$351K 0.14%
1,532
+347
115
$347K 0.13%
7,173
+245
116
$345K 0.13%
6,248
-498
117
$342K 0.13%
+1,007
118
$340K 0.13%
9,126
-629
119
$337K 0.13%
1,584
+267
120
$333K 0.13%
12,910
+22
121
$333K 0.13%
6,471
-68
122
$324K 0.13%
+1,667
123
$317K 0.12%
12,662
-690
124
$315K 0.12%
+8,436
125
$311K 0.12%
4,630
-9,949
3 4
5
6 7