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
$253M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.58%
2 Healthcare 3.62%
3 Consumer Discretionary 2.27%
4 Energy 1.19%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-6,087
202
-704
203
-123,470
204
-8,845
205
-66,290
206
-20,212
207
-1,741
208
-9,937
209
-14,997
210
-13,713
211
-2,202
212
-7,864
213
-33,779
214
-14,074
215
-10,023
216
-2,672