FD
| |
Fulcrum Diversified Absolute Return Fund | FARYXMutual Fund | |
| Trust for Advised Portfolios | |
| Last update 2023-03-03 | 341 Stocks (71 new) |
| Value $13.00 Mil | Turnover 57 % |
Fulcrum Diversified Absolute R... Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 2,066 | 429.2 | +131.87% | 3.410 | +1.94% | 0.000 | +6.43% | +12.80% | 694,059.1 | Credit Services | |
BRK.B | Berkshire Hathaway Inc | 1,016 | 313.8 | New Holding | 2.490 | +2.49% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
PEP | PepsiCo Inc | 1,585 | 286.4 | New Holding | 2.270 | +2.27% | 0.000 | +3.51% | -2.30% | 199,419.8 | Beverages - Non-Alcoholic | |
ADBE | Adobe Inc | 850 | 286.1 | +264.81% | 2.270 | +1.65% | 0.000 | +5.82% | -16.24% | 157,997.5 | Software | |
UNH | UnitedHealth Group Inc | 457 | 242.3 | +77.82% | 1.920 | +0.84% | 0.000 | -31.16% | -41.52% | 265,347.7 | Healthcare Plans | |
LSE:GLEN | Glencore PLC | 35,353 | 236.1 | -54.71% | 1.870 | -2.66% | 0.000 | +24.43% | -6.18% | 38,835.6 | Metals & Mining | |
LSE:BP. | BP PLC | 40,647 | 233.4 | -35.90% | 1.850 | -1.29% | 0.000 | +14.86% | +5.97% | 62,717.5 | Oil & Gas | |
INTU | Intuit Inc | 593 | 230.8 | +394.17% | 1.830 | +1.46% | 0.000 | +30.37% | +24.06% | 216,462.9 | Software | |
XTER:RWE | RWE AG | 4,868 | 216.7 | -17.80% | 1.720 | -0.46% | 0.000 | +14.07% | +35.08% | 27,867.7 | Utilities - Regulated | |
JNJ | Johnson & Johnson | 1,167 | 206.2 | +27.26% | 1.640 | +0.35% | 0.000 | +9.76% | +18.87% | 406,867.0 | Drug Manufacturers |
Fulcrum Diversified Absolute Return Fund's Historical Top Holdings Breakdowns
Fulcrum Diversified Absolute Return Fund Total Holding History ($B)
Fulcrum Diversified Absolute Return Fund's Asset Allocation
Fulcrum Diversified Absolute Return Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Fulcrum Diversified Absolute Return Fund's Hypothetical Growth since 2022-12-31
Fulcrum Diversified Absolute Return Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Fulcrum Diversified Absolute Return Fund's Holdings Heat Map
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Fulcrum Diversified Absolute Return Fund's Holdings Bubble Chart
Fulcrum Diversified Absolute Return Fund News
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