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 |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR | SENIOR LOAN ETF | 301 | $337,419 | 13,775 | 0.00 | 13,775 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE TOTAL USD | 302 | $335,116 | 7,351 | 0.00 | 0.00 | 1,123 | 18.03 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 303 | $331,752 | 5,392 | 0.00 | 0.00 | -1,316 | -19.62 | 03-31-2024 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 304 | $328,020 | 8,298 | 0.00 | 8,298 | +Inf | 03-31-2024 |
