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
$251M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.83M
3
+$2.49M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.35M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.31M

Top Sells

1
+$6.09M
2
+$5.88M
3
+$3.07M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.81M

Sector Composition

1 Technology 6.37%
2 Healthcare 3.19%
3 Consumer Discretionary 3.1%
4 Industrials 2.26%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.08%
6,162
-2,185
152
$205K 0.08%
+2,086
153
$134K 0.05%
30,138
154
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-8,695
155
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156
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-5,600
157
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158
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-9,484
159
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-143,123
160
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-9,635
161
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-1,680
162
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-7,463
163
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-8,989
164
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165
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166
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167
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-11,218
168
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-609
169
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170
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171
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172
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173
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174
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175
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4 5 6
7
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