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
126
$309K 0.12%
+1,387
127
$304K 0.12%
6,275
-100
128
$300K 0.12%
4,963
-15,933
129
$299K 0.12%
+5,338
130
$299K 0.12%
5,494
-173
131
$298K 0.12%
6,817
-15,748
132
$298K 0.12%
2,314
-257
133
$296K 0.11%
1,120
+6
134
$294K 0.11%
5,415
-88
135
$291K 0.11%
4,734
-542
136
$290K 0.11%
6,262
-14,477
137
$288K 0.11%
+1,944
138
$287K 0.11%
3,329
-3,390
139
$283K 0.11%
3,730
-417
140
$280K 0.11%
2,865
+27
141
$279K 0.11%
+375
142
$276K 0.11%
7,555
-840
143
$273K 0.11%
+3,407
144
$271K 0.11%
+9,209
145
$270K 0.1%
+661
146
$267K 0.1%
+1,952
147
$259K 0.1%
2,405
+20
148
$257K 0.1%
+952
149
$256K 0.1%
+6,892
150
$254K 0.1%
+888
4 5
6
7 8