FC
Fusion Capital Portfolio holdings
AUM
$292M
1-Year Return
12.09%
This Quarter Return
+8.34%
1 Year Return
+12.09%
3 Year Return
+63.52%
5 Year Return
+109.13%
10 Year Return
–
AUM
$111M
AUM Growth
–
Cap. Flow
+$99.8M
Cap. Flow
% of AUM
90.02%
Top 10 Holdings %
Top 10 Hldgs %
47.35%
Holding
65
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$10.4M |
| 2 |
Apple
AAPL
|
$8.52M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$7.56M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$5.13M |
| 5 |
AT&T
T
|
$3.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Financials | 8.88% |
| 3 | Industrials | 8.2% |
| 4 | Healthcare | 5.46% |
| 5 | Energy | 4.76% |
