FC

Fusion Capital Portfolio holdings

AUM $292M
1-Year Est. Return 12.09%
This Quarter Est. Return
1 Year Est. Return
+12.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$5.39M
2 +$4.81M
3 +$2.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$637K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$330K

Sector Composition

1 Technology 15.94%
2 Financials 9.18%
3 Healthcare 7.93%
4 Industrials 6.24%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.12%
2,985
+51
77
$16K 0.01%
600
78
-84,410