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
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-24,770