FEM
Fulcrum Equity Management Portfolio holdings
AUM
$104M
1-Year Est. Return
20.9%
1 Year Est. Return
+20.9%
AUM
$104M
AUM Growth
+$5.76M
(+5.8%)
Holding
128
Top Buys
| 1 | +$1.56M | |
| 2 | +$1.26M | |
| 3 | +$1.21M | |
| 4 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
+$940K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$919K |
Top Sells
| 1 | +$8.4M | |
| 2 | +$950K | |
| 3 | +$933K | |
| 4 |
Invesco Next Gen Media and Gaming ETF
GGME
|
+$868K |
| 5 |
Innovator IBD 50 ETF
FFTY
|
+$860K |
Sector Composition
| 1 | Technology | 11.91% |
| 2 | Financials | 5.4% |
| 3 | Energy | 4.49% |
| 4 | Communication Services | 4.32% |
| 5 | Consumer Discretionary | 3.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Spotify
SPOT
$104B
| – | – |
-294
|
|
||
127
State Street Energy Select Sector SPDR ETF
XLE
$28.7B
| – | – |
-6,188
|
|
||
128
State Street SPDR S&P Telecom ETF
XTL
$222M
| – | – |
-6,665
|
|