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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 $158,935,595
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 33,349 $15,851,237 19.58%
2.
Ishares Inc
 EWA 46,192 $6,144,460 7.59%
3.
Oneok Inc W
 OKE 44,970 $3,157,761 3.9%
4.
Ishares Tr
 38,540 $2,982,583 3.68%
5.
Sector Spdr Trust
 XLB 12,062 $2,321,677 2.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)