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
$104M
AUM Growth
+$5.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$8.32M
2 +$950K
3 +$933K
4
GGME icon
Invesco Next Gen Media and Gaming ETF
GGME
+$868K
5
FFTY icon
CapForce IBD 50 ETF
FFTY
+$860K

Sector Composition

1 Technology 12.02%
2 Financials 5.29%
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
AUPH icon
126
Aurinia Pharmaceuticals
AUPH
$1.98B
-10,377
BIL icon
127
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$45.9B
-2,333
FFTY icon
128
CapForce IBD 50 ETF
FFTY
$92.1M
-23,018