Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FULCRUM EQUITY MANAGEMENT | 04-24-2024 | 03-31-2024 | 109 | 84,778,003 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSAL CORP VA | COM | 251 | $444,886 | 8,602 | 0.00 | 0.00 | -200 | -2.27 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,105 | -48.99 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 253 | $434,293 | 7,114 | 0.00 | 7,114 | +Inf | 03-31-2024 | |
| EOG RES INC | COM | 254 | $433,651 | 3,392 | 0.00 | 0.00 | -503 | -12.91 | 03-31-2024 |
