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
$219M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$937K
2 +$383K
3 +$371K
4
AAPL icon
Apple
AAPL
+$345K
5
VUG icon
Vanguard Growth ETF
VUG
+$332K

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