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
$233M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$480K
2 +$387K
3 +$332K
4
BHP icon
BHP
BHP
+$318K
5
VLO icon
Valero Energy
VLO
+$223K

Top Sells

1 +$268K
2 +$219K
3 +$137K
4
SNY icon
Sanofi
SNY
+$96.8K
5
WMT icon
Walmart
WMT
+$48.5K

Sector Composition

1 Technology 20.43%
2 Healthcare 10.13%
3 Financials 8.28%
4 Industrials 7.49%
5 Energy 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$204K 0.09%
+778
77
-1,191