FUNDAMENTUN, LLC

BEACHWOOD, OH How do I update this listing?

Fundamentun is based out of Beachwood. Their last reported 13F filing for Q1 2019 included $126,773,000 in managed 13F securities and a top 10 holdings concentration of 54.31%. Fundamentun's largest holding is Vanguard Mega Cap 300 Growth Index ETF with shares held of 87,474. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.47%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

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