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Home > Institutional Investor > Fulcrum Equity Management > Profile

Instuitional Investor - Fulcrum Equity Management

Fund Profile
Filing Period:
Fund Name: Fulcrum Equity Management
Portfolio Value $91,551,881
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 80,191 $9,784,161 10.69%
2.
Ishares Inc
 EWA 46,192 $7,075,691 7.73%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 27,302 $4,729,523 5.17%
4.
Oneok Inc W
 OKE 47,599 $4,722,775 5.16%
5.
Sector Spdr Trust
 XLB 18,699 $3,861,032 4.22%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)