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
$216M
AUM Growth
+$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.68%
2 Financials 2.77%
3 Healthcare 2.68%
4 Industrials 2.53%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-3,561
177
-5,046
178
-2,129
179
-23,253
180
-17,165
181
-10,000
182
-5,793
183
-2,411
184
-10,483
185
-7,300