FEM
Fulcrum Equity Management Portfolio holdings
AUM
$104M
1-Year Est. Return
20.9%
1 Year Est. Return
+20.9%
AUM
$98.7M
AUM Growth
+$1.36M
(+1.4%)
Holding
127
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.04M | |
| 3 | +$953K | |
| 4 |
Invesco Aerospace & Defense ETF
PPA
|
+$952K |
| 5 |
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
|
+$950K |
Top Sells
| 1 | +$4.85M | |
| 2 | +$1.47M | |
| 3 | +$1.25M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.12M |
| 5 |
Alerian Energy Infrastructure ETF
ENFR
|
+$1.08M |
Sector Composition
| 1 | Technology | 6.44% |
| 2 | Energy | 4.35% |
| 3 | Financials | 3.95% |
| 4 | Consumer Discretionary | 2.72% |
| 5 | Communication Services | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
First Trust Utilities AlphaDEX Fund
FXU
$1.84B
| – | – |
-21,953
|
|
||
|
TMB
127
Thornburg Multi Sector Bond ETF
TMB
$75.6M
| – | – |
-11,770
|
|