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
$197M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
246
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$11M
3 +$10.5M
4
IYF icon
iShares US Financials ETF
IYF
+$3.75M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$3.74M

Top Sells

1 +$19.3M
2 +$19.1M
3 +$18.3M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$14.8M
5
IYH icon
iShares US Healthcare ETF
IYH
+$4.31M

Sector Composition

1 Industrials 2.68%
2 Energy 2.48%
3 Technology 2.3%
4 Consumer Discretionary 2.01%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$4K ﹤0.01%
+76
177
$4K ﹤0.01%
+50
178
$4K ﹤0.01%
+25
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$3K ﹤0.01%
+259
180
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+179
181
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182
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183
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191
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192
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195
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+71
196
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+61
197
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198
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+26
199
$3K ﹤0.01%
+100
200
$2K ﹤0.01%
+253