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
$85.4M
AUM Growth
-$869K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Sells

1 +$3.12M
2 +$2.37M
3 +$2.05M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.04M
5
ITB icon
iShares US Home Construction ETF
ITB
+$1.64M

Sector Composition

1 Energy 8.96%
2 Consumer Staples 3.69%
3 Healthcare 3.1%
4 Industrials 3.04%
5 Utilities 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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