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FC

Fusion Capital Portfolio holdings

AUM $371M
1-Year Est. Return 28.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$1.45M
3
+$1.44M
4
QCOM icon
Qualcomm
QCOM
+$886K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$645K

Top Sells

1
+$2.27M
2
+$1M
3
+$624K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$396K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$360K

Sector Composition

1 Technology 17.92%
2 Healthcare 7.98%
3 Financials 7.43%
4 Energy 7.09%
5 Industrials 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.77T
$650K 0.18%
2,102
+997
RSP icon
52
Invesco S&P 500 Equal Weight ETF
RSP
$89B
$623K 0.17%
3,245
+109
TSLA icon
53
Tesla
TSLA
$1.44T
$598K 0.16%
1,609
+80
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.06T
$547K 0.15%
1,141
-4
IVW icon
55
iShares S&P 500 Growth ETF
IVW
$72B
$524K 0.14%
4,634
-151
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$639B
$524K 0.14%
1,632
-62
GE icon
57
GE Aerospace
GE
$334B
$514K 0.14%
1,810
+1
XLK icon
58
State Street Technology Select Sector SPDR ETF
XLK
$116B
$512K 0.14%
3,854
-283
SMH icon
59
VanEck Semiconductor ETF
SMH
$65.7B
$497K 0.13%
+1,296
VEU icon
60
Vanguard FTSE All-World ex-US ETF
VEU
$64.6B
$493K 0.13%
6,569
+1,048
IWD icon
61
iShares Russell 1000 Value ETF
IWD
$75B
$492K 0.13%
2,305
+25
SO icon
62
Southern Company
SO
$106B
$474K 0.13%
4,910
+11
SPYG icon
63
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.9B
$465K 0.13%
4,752
+3
CRWD icon
64
CrowdStrike
CRWD
$165B
$447K 0.12%
1,144
+69
FDN icon
65
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.07B
$444K 0.12%
1,897
-57
WFC icon
66
Wells Fargo
WFC
$253B
$405K 0.11%
5,089
+2,298
GEV icon
67
GE Vernova
GEV
$231B
$386K 0.1%
442
AMD icon
68
Advanced Micro Devices
AMD
$742B
$379K 0.1%
1,862
+20
SPTM icon
69
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.2B
$372K 0.1%
4,710
-868
GOOG icon
70
Alphabet (Google) Class C
GOOG
$4.38T
$362K 0.1%
1,263
+50
XLF icon
71
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$347K 0.09%
7,021
-913
MGK icon
72
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$342K 0.09%
4,645
-2,080
LOW icon
73
Lowe's Companies
LOW
$121B
$335K 0.09%
1,419
+4
SCHX icon
74
Schwab US Large- Cap ETF
SCHX
$70.2B
$325K 0.09%
12,658
-334
MS icon
75
Morgan Stanley
MS
$327B
$316K 0.09%
1,920
+402
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3
4 5