FEM

Fulcrum Equity Management Portfolio holdings

AUM $104M
1-Year Est. Return 20.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.9%
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
+$5.2M
2
+$4.83M
3
+$2.49M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.35M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$2.31M

Top Sells

1
+$6.09M
2
+$5.88M
3
+$3.07M
4
IYK icon
iShares US Consumer Staples ETF
IYK
+$2.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.81M

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
– –
-18,922
177
– –
-6,976
178
– –
-16,925
179
– –
-8,504
180
– –
-1,313
181
– –
-8,695
4 5 6 7
8