FEM
Fulcrum Equity Management Portfolio holdings
AUM
$97.4M
1-Year Est. Return
19.11%
1 Year Est. Return
+19.11%
AUM
$91.6M
AUM Growth
-$9.53M
(-9.4%)
Holding
127
Top Buys
| 1 | +$4.52M | |
| 2 | +$1.55M | |
| 3 | +$1.54M | |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$1.22M |
| 5 |
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
|
+$1M |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.34M | |
| 3 | +$1.25M | |
| 4 |
First Trust Cloud Computing ETF
SKYY
|
+$1.25M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$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 | |
|---|---|---|---|---|---|---|
126
Vistra
VST
$56.6B
| – | – |
-6,602
|
|
||
|
TLN
127
Talen Energy Corp
TLN
$16.2B
| – | – |
-1,170
|
|