Fulcrum Equity Management Quant / Systematic

CIK: 0001737888 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 12, 2019

Total Value ($000): $209,778 (100.0% shares, 0.0% debt)

Holdings (81)

SHY ISHARES TR 15.0%
Value ($000) $31,486 Shares 371,204 Est. Cost $83.66 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 9.1%
Value ($000) $19,038 Shares 248,504 Est. Cost $76.61 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 9.0%
Value ($000) $18,888 Shares 449,392 Est. Cost $42.03 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 9.0%
Value ($000) $18,886 Shares 280,834 Est. Cost $63.92 Unrealized
QTEC FIRST TR NASDAQ100 TECH INDE 8.8%
Value ($000) $18,451 Shares 216,992 Est. Cost $82.37 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 8.7%
Value ($000) $18,300 Shares 446,233 Est. Cost $39.91 Unrealized
FXZ FIRST TR EXCHANGE TRADED FD 8.4%
Value ($000) $17,585 Shares 486,838 Est. Cost $36.12 Unrealized
IYW ISHARES TR 2.4%
Value ($000) $4,971 Shares 24,878 Est. Cost $190.59 Unrealized
IYJ ISHARES TR 2.3%
Value ($000) $4,897 Shares 31,570 Est. Cost $151.78 Unrealized
IYH ISHARES TR 2.1%
Value ($000) $4,306 Shares 22,289 Est. Cost $193.19 Unrealized
QQQ INVESCO QQQ TR 2.0%
Value ($000) $4,292 Shares 23,012 Est. Cost $179.66 Unrealized
IYC ISHARES TR 2.0%
Value ($000) $4,284 Shares 19,840 Est. Cost $215.93 Unrealized
IYM ISHARES TR 2.0%
Value ($000) $4,215 Shares 46,004 Est. Cost $91.62 Unrealized
OKE ONEOK INC NEW 1.5%
Value ($000) $3,161 Shares 45,784 Est. Cost $39.49 Unrealized +11.1%
ACWI ISHARES TR 0.8%
Value ($000) $1,639 Shares 22,773 Est. Cost $72.14 Unrealized
FDT FIRST TR EXCH TRD ALPHA FD I 0.8%
Value ($000) $1,592 Shares 31,258 Est. Cost $50.93 Unrealized
FEM FIRST TR EXCH TRD ALPHA FD I 0.7%
Value ($000) $1,547 Shares 66,664 Est. Cost $23.21 Unrealized
TLT ISHARES TR 0.5%
Value ($000) $1,042 Shares 7,443 Est. Cost $140.00 Unrealized
GLD SPDR GOLD TRUST 0.5%
Value ($000) $1,026 Shares 7,265 Est. Cost $126.98 Unrealized
PAYC PAYCOM SOFTWARE INC 0.5%
Value ($000) $993 Shares 4,128 Est. Cost $201.32 Unrealized 0.0%
LQD ISHARES TR 0.5%
Value ($000) $986 Shares 7,832 Est. Cost $119.99 Unrealized
IEF ISHARES TR 0.5%
Value ($000) $983 Shares 8,765 Est. Cost $112.15 Unrealized
MOO VANECK VECTORS ETF TR 0.5%
Value ($000) $958 Shares 14,410 Est. Cost $63.39 Unrealized
FXU FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $906 Shares 32,140 Est. Cost $28.28 Unrealized
VMWARE INC 0.3%
Value ($000) $697 Shares 4,425 Est. Cost $157.51 Unrealized
XLY SELECT SECTOR SPDR TR 0.3%
Value ($000) $688 Shares 5,814 Est. Cost $113.79 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $686 Shares 11,568 Est. Cost $56.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.3%
Value ($000) $680 Shares 7,440 Est. Cost $91.79 Unrealized
VEEV VEEVA SYS INC 0.3%
Value ($000) $672 Shares 4,142 Est. Cost $91.36 Unrealized +59.5%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $659 Shares 11,412 Est. Cost $57.75 Unrealized
HYG ISHARES TR 0.3%
Value ($000) $656 Shares 7,600 Est. Cost $82.99 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $636 Shares 4,816 Est. Cost $114.14 Unrealized +0.6%
EPP ISHARES INC 0.3%
Value ($000) $610 Shares 13,809 Est. Cost $45.90 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $604 Shares 16,617 Est. Cost $29.89 Unrealized -2.2%
HEI HEICO CORP NEW 0.3%
Value ($000) $599 Shares 4,209 Est. Cost $83.38 Unrealized +33.4%
LOW LOWES COS INC 0.3%
Value ($000) $581 Shares 5,899 Est. Cost $84.86 Unrealized +10.1%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $565 Shares 5,392 Est. Cost $83.10 Unrealized +33.1%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $544 Shares 2,976 Est. Cost $134.07 Unrealized +29.5%
INGERSOLL-RAND PLC 0.3%
Value ($000) $541 Shares 4,532 Est. Cost $119.37 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $530 Shares 4,241 Est. Cost $85.00 Unrealized +16.8%
AMGN AMGEN INC 0.3%
Value ($000) $525 Shares 2,674 Est. Cost $156.83 Unrealized -6.8%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $523 Shares 3,344 Est. Cost $111.73 Unrealized +20.9%
PLOW DOUGLAS DYNAMICS INC 0.2%
Value ($000) $504 Shares 11,587 Est. Cost $38.92 Unrealized -2.2%
EPAM EPAM SYS INC 0.2%
Value ($000) $482 Shares 2,583 Est. Cost $149.89 Unrealized +14.9%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $462 Shares 3,833 Est. Cost $82.66 Unrealized +12.2%
MPT MEDICAL PPTYS TRUST INC 0.2%
Value ($000) $462 Shares 25,487 Est. Cost $16.60 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $458 Shares 8,728 Est. Cost $36.91 Unrealized +22.4%
ROST ROSS STORES INC 0.2%
Value ($000) $451 Shares 4,277 Est. Cost $84.34 Unrealized +8.3%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $444 Shares 20,330 Est. Cost $20.14 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $443 Shares 5,066 Est. Cost $77.62 Unrealized +9.4%
V VISA INC 0.2%
Value ($000) $443 Shares 2,473 Est. Cost $131.41 Unrealized +19.0%
CUBE CUBESMART 0.2%
Value ($000) $441 Shares 12,511 Est. Cost $30.07 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $436 Shares 1,156 Est. Cost $257.13 Unrealized +8.8%
FAF FIRST AMERN FINL CORP 0.2%
Value ($000) $419 Shares 7,327 Est. Cost $37.84 Unrealized +14.8%
FTNT FORTINET INC 0.2%
Value ($000) $417 Shares 4,988 Est. Cost $15.94 Unrealized +3.3%
D DOMINION ENERGY INC 0.2%
Value ($000) $408 Shares 5,454 Est. Cost $53.41 Unrealized +6.5%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $406 Shares 5,171 Est. Cost $61.97 Unrealized 0.0%
MPC MARATHON PETE CORP 0.2%
Value ($000) $392 Shares 8,108 Est. Cost $51.42 Unrealized -13.9%
OLLI OLLIES BARGAIN OUTLT HLDGS I 0.2%
Value ($000) $392 Shares 4,874 Est. Cost $83.45 Unrealized +13.0%
ETN EATON CORP PLC 0.2%
Value ($000) $390 Shares 4,932 Est. Cost $66.72 Unrealized +7.0%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $386 Shares 2,296 Est. Cost $130.22 Unrealized +13.5%
SON SONOCO PRODS CO 0.2%
Value ($000) $382 Shares 6,512 Est. Cost $44.77 Unrealized +11.7%
FAST FASTENAL CO 0.2%
Value ($000) $378 Shares 12,726 Est. Cost $12.91 Unrealized +7.9%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $363 Shares 3,019 Est. Cost $88.37 Unrealized +7.0%
CMI CUMMINS INC 0.2%
Value ($000) $359 Shares 2,397 Est. Cost $122.96 Unrealized +12.4%
WSO WATSCO INC 0.2%
Value ($000) $351 Shares 2,201 Est. Cost $153.46 Unrealized +2.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $344 Shares 2,529 Est. Cost $90.49 Unrealized +9.0%
FIVE FIVE BELOW INC 0.2%
Value ($000) $342 Shares 3,133 Est. Cost $121.09 Unrealized +8.7%
NUVEEN REAL ESTATE INCOME FD 0.2%
Value ($000) $328 Shares 30,757 Est. Cost $8.54 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $323 Shares 4,927 Est. Cost $63.31 Unrealized -6.2%
MAXIM INTEGRATED PRODS INC 0.2%
Value ($000) $317 Shares 5,875 Est. Cost $51.68 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $299 Shares 1,500 Est. Cost $208.87 Unrealized -0.9%
SIX FLAGS ENTMT CORP NEW 0.1%
Value ($000) $287 Shares 5,292 Est. Cost $54.23 Unrealized
WU WESTERN UN CO 0.1%
Value ($000) $286 Shares 13,265 Est. Cost $21.56 Unrealized
WMT WALMART INC 0.1%
Value ($000) $284 Shares 2,650 Est. Cost $28.76 Unrealized +8.8%
BG STAFFING INC 0.1%
Value ($000) $272 Shares 14,582 Est. Cost $20.84 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $260 Shares 3,106 Est. Cost $69.57 Unrealized 0.0%
CVI CVR ENERGY INC 0.1%
Value ($000) $258 Shares 5,684 Est. Cost $26.32 Unrealized 0.0%
HUANENG PWR INTL INC 0.1%
Value ($000) $247 Shares 10,843 Est. Cost $24.99 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $232 Shares 2,582 Est. Cost $63.96 Unrealized +5.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $202 Shares 1,651 Est. Cost $87.45 Unrealized +3.2%