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
$258M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.2M
3
+$3.34M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.2M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$3.18M

Top Sells

1
+$6.16M
2
+$5.15M
3
+$3.22M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$2.73M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$2.7M

Sector Composition

1 Technology 5.01%
2 Healthcare 4.61%
3 Industrials 2.74%
4 Consumer Discretionary 1.64%
5 Energy 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$248K 0.1%
3,282
+18
152
$248K 0.1%
+633
153
$242K 0.09%
+888
154
$241K 0.09%
+4,563
155
$241K 0.09%
4,045
+511
156
$240K 0.09%
2,182
-13,716
157
$239K 0.09%
4,250
-63
158
$235K 0.09%
+2,923
159
$235K 0.09%
+2,076
160
$233K 0.09%
1,825
-406
161
$233K 0.09%
+2,881
162
$232K 0.09%
1,606
+11
163
$229K 0.09%
6,179
-201
164
$226K 0.09%
1,977
+26
165
$222K 0.09%
+2,171
166
$220K 0.09%
+426
167
$218K 0.08%
3,703
-439
168
$215K 0.08%
+1,306
169
$211K 0.08%
6,226
+159
170
$211K 0.08%
940
-40
171
$210K 0.08%
609
+13
172
$208K 0.08%
+731
173
$208K 0.08%
+6,983
174
$205K 0.08%
3,370
-1,616
175
$203K 0.08%
+492
5 6
7
8 9