FC

Fusion Capital Portfolio holdings

AUM $356M
1-Year Est. Return 23.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$848K
2 +$395K
3 +$365K
4
CAT icon
Caterpillar
CAT
+$334K
5
VUG icon
Vanguard Growth ETF
VUG
+$318K

Sector Composition

1 Technology 19.75%
2 Healthcare 9.76%
3 Financials 8.32%
4 Industrials 7.8%
5 Energy 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-856