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
$153M
AUM Growth
-$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.2%
2 Healthcare 11.9%
3 Financials 8.22%
4 Industrials 5.99%
5 Materials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-66,131