Portfolio (Quarterly)
Guide ↗
Fulcrum Equity Management
· CIK 0001737888| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | CNRG | SPDR SERIES TRUST | — | 2,764 | $247K | 0.24% | SOLD |
| 22 | NVO | NOVO-NORDISK A S | Healthcare | 4,734 | $241K | 0.23% | SOLD |
| 23 | QQQ | INVESCO QQQ TR | Financial Services | 359 | $221K | 0.21% | SOLD |
| 24 | BN | BROOKFIELD CORP | Financial Services | 4,797 | $220K | 0.21% | SOLD |
| 25 | FOXA | FOX CORP | Communication Services | 2,829 | $207K | 0.20% | SOLD |
| 26 | CTAS | CINTAS CORP | Industrials | 1,081 | $203K | 0.20% | SOLD |
| 27 | GOOG | ALPHABET INC | Communication Services | 647 | $203K | 0.19% | SOLD |
Sector Allocation
Technology
32.7%
Energy
14.5%
Financial Services
14.4%
Communication Services
8.9%
Consumer Cyclical
8.4%
Consumer Defensive
7.9%
Healthcare
3.5%
Utilities
3.4%
Real Estate
2.9%
Industrials
2.8%