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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
$175M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$4.24M
3
+$1.07M
4
NSC icon
Norfolk Southern
NSC
+$433K
5
SCHW
Charles Schwab
SCHW
+$372K

Top Sells

1
+$4.23M
2
+$3.91M
3
+$1.53M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.49M
5
AAPL icon
Apple
AAPL
+$456K

Sector Composition

1 Technology 19.06%
2 Healthcare 10.83%
3 Industrials 7.37%
4 Energy 6.96%
5 Financials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-2,476
77
– –
-1,385
78
– –
-39
79
– –
-36,438
80
– –
-35,855
81
– –
-97,003
1 2 3
4