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
$251M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$5.12M
3
+$2.87M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.69M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.58M

Top Sells

1
+$6.09M
2
+$6.01M
3
+$3.07M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.93M

Sector Composition

1 Technology 6.37%
2 Healthcare 3.19%
3 Consumer Discretionary 3.1%
4 Industrials 2.26%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,976
177
– –
-16,925
178
– –
-8,504
179
– –
-9,524
180
– –
-8,695
181
– –
-1,313
4 5 6 7
8