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
$111M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$9.12M
2 +$2.04M
3 +$1.75M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.74M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.65M

Sector Composition

1 Energy 9.41%
2 Technology 5.4%
3 Consumer Staples 4.23%
4 Healthcare 3.37%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,298
152
-6,622