FEM
Fulcrum Equity Management Portfolio holdings
AUM
$103M
1-Year Est. Return
24.71%
This Fund
S&P 500
1 Year Est. Return
+24.71%
AUM
$103M
AUM Growth
-$1.76M
(-1.7%)
Holding
152
Top Buys
| 1 | +$2.31M | |
| 2 | +$1.56M | |
| 3 | +$1.14M | |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$908K |
| 5 |
Avantis Short-Term Fixed Income ETF
AVSF
|
+$805K |
Top Sells
| 1 | +$1.72M | |
| 2 | +$1.31M | |
| 3 | +$1.06M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$956K |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$804K |
Sector Composition
| 1 | Technology | 12.98% |
| 2 | Energy | 6.05% |
| 3 | Financials | 4.91% |
| 4 | Communication Services | 3.59% |
| 5 | Consumer Discretionary | 3.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street SPDR S&P Biotech ETF
XBI
$8.94B
| – | – |
-2,741
|
|
||
152
Invesco S&P 500 Top 50 ETF
XLG
$10.7B
| – | – |
-17,832
|
|