FD

Fulcrum Diversified Absolute Return Fund | FARYX

Mutual Fund
Trust for Advised Portfolios
Last update 2023-03-03 341 Stocks (71 new)
Value $13.00 Mil Turnover 57 %
Countries:
Top Holdings: V(3.41%)BRK.B(2.49%)PEP(2.27%)ADBE(2.27%)UNH(1.92%)
Summary Stock Picks Current Portfolio
Fulcrum Diversified Absolute R... Top Holdings of 2022-12-31 View Full List
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
+6.07%
+10.81%
681,869.3
Credit Services
BRK.B
Berkshire Hathaway Inc
1,016
313.8
New Holding
2.490
+2.49%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
PEP
PepsiCo Inc
1,585
286.4
New Holding
2.270
+2.27%
0.000
+1.38%
-3.93%
196,106.6
Beverages - Non-Alcoholic
ADBE
Adobe Inc
850
286.1
+264.81%
2.270
+1.65%
0.000
+4.87%
-17.74%
155,168.1
Software
UNH
UnitedHealth Group Inc
457
242.3
+77.82%
1.920
+0.84%
0.000
-37.32%
-43.49%
256,403.2
Healthcare Plans
LSE:GLEN
Glencore PLC
35,353
236.1
-54.71%
1.870
-2.66%
0.000
+20.44%
-12.84%
36,122.3
Metals & Mining
LSE:BP.
BP PLC
40,647
233.4
-35.90%
1.850
-1.29%
0.000
+12.27%
+4.06%
62,049.4
Oil & Gas
INTU
Intuit Inc
593
230.8
+394.17%
1.830
+1.46%
0.000
+28.75%
+20.32%
209,943.9
Software
XTER:RWE
RWE AG
4,868
216.7
-17.80%
1.720
-0.46%
0.000
+10.57%
+30.70%
26,965.7
Utilities - Regulated
JNJ
Johnson & Johnson
1,167
206.2
+27.26%
1.640
+0.35%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers

Fulcrum Diversified Absolute Return Fund's Historical Top Holdings Breakdowns

Fulcrum Diversified Absolute Return Fund Total Holding History ($B)

To

Fulcrum Diversified Absolute Return Fund's Asset Allocation

To

Fulcrum Diversified Absolute Return Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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

Size field:

Fulcrum Diversified Absolute Return Fund's Holdings Bubble Chart

Fulcrum Diversified Absolute Return Fund News

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