FEM

Fulcrum Equity Management Portfolio holdings

AUM $104M
1-Year Est. Return 20.9%
This Quarter Est. Return
1 Year Est. Return
+20.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$5.75M
3
+$5.55M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$5.21M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$5.21M

Top Sells

1
+$8.01M
2
+$6.23M
3
+$5.54M
4
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$5.29M
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$4.86M

Sector Composition

1 Healthcare 3.87%
2 Technology 3.49%
3 Industrials 3.06%
4 Consumer Discretionary 2.62%
5 Financials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
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