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
$191M
AUM Growth
-$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$15.1M
3 +$14.6M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$14.6M
5
IBB icon
iShares Biotechnology ETF
IBB
+$4.06M

Top Sells

1 +$42.5M
2 +$18.9M
3 +$16.9M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.76M
5
IYF icon
iShares US Financials ETF
IYF
+$3.75M

Sector Composition

1 Industrials 2.9%
2 Technology 2.41%
3 Consumer Discretionary 2.21%
4 Healthcare 1.86%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-500
152
-11,474
153
-45
154
-36
155
-92
156
-56
157
-101
158
-48
159
-23
160
-12,492
161
-1,544
162
-183
163
-679
164
-7
165
-7
166
-6
167
-82
168
-43
169
-27
170
-69,256
171
-680
172
-2,223
173
-98
174
-1,098
175
-173