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FEM

Fulcrum Equity Management Portfolio holdings

AUM $103M
1-Year Est. Return 24.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.6M
AUM Growth
-$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$1.62M
3
+$1.48M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.27M
5
IETC icon
iShares US Tech Independence Focused ETF
IETC
+$1.05M

Top Sells

1
+$1.81M
2
+$1.34M
3
+$1.25M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$1.25M
5
UTES icon
Virtus Reaves Utilities ETF
UTES
+$1.23M

Sector Composition

1 Energy 7.4%
2 Technology 3.8%
3 Financials 3.64%
4 Consumer Staples 3.22%
5 Consumer Discretionary 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-811
103
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-1,142
104
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-8,194
105
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-9,472
106
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-344
107
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-11,341
108
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-8,495
109
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-15,553
110
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-1,708
111
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-531
112
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-20,638
113
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114
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-7,740
115
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116
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-6,602
117
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-1,170
118
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-5,963
119
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-1,700
120
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-15,454
121
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-6,352
122
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-10,627
123
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124
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125
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-4,562
2 3 4
5
6