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
$169M
AUM Growth
-$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Sells

1 +$5.32M
2 +$5.24M
3 +$4.85M
4
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$4.44M
5
IETC icon
iShares US Tech Independence Focused ETF
IETC
+$4.42M

Sector Composition

1 Energy 3.03%
2 Technology 1.96%
3 Healthcare 1.71%
4 Consumer Discretionary 1.04%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,428
152
-40,378
153
-1,905
154
-467
155
-3,399
156
-595
157
-4,536
158
-1,734
159
-3,957
160
-30,394
161
-8,295
162
-1,310
163
-3,476
164
-35,801
165
-829
166
-9,160
167
-1,527
168
-2,161
169
-6,004
170
-6,089
171
-2,761
172
-1,815
173
-4,168
174
-6,986
175
-1,338