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
$195M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$412K
2 +$376K
3 +$307K
4
VLO icon
Valero Energy
VLO
+$300K
5
CSCO icon
Cisco
CSCO
+$295K

Top Sells

1 +$841K
2 +$373K
3 +$316K
4
MCD icon
McDonald's
MCD
+$230K
5
PEP icon
PepsiCo
PEP
+$203K

Sector Composition

1 Technology 21.15%
2 Industrials 8.16%
3 Financials 7.87%
4 Healthcare 7.02%
5 Energy 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,200