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
$169M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.04M
3 +$583K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$543K
5
AMGN icon
Amgen
AMGN
+$339K

Sector Composition

1 Technology 16.13%
2 Financials 9.79%
3 Healthcare 7.92%
4 Industrials 5.62%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$16K 0.01%
600
77
-777
78
-530