We are live on
!
Find out more
FC
Fusion Capital Portfolio holdings
AUM
$371M
1-Year Est. Return
28.69%
This Fund
S&P 500
1 Year Est. Return
+28.69%
AUM
$371M
AUM Growth
+$15.1M
(+4.2%)
Holding
108
Top Buys
| 1 | +$6.89M | |
| 2 | +$1.45M | |
| 3 | +$1.44M | |
| 4 |
Qualcomm
QCOM
|
+$886K |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
+$645K |
Top Sells
| 1 | +$2.27M | |
| 2 | +$1M | |
| 3 | +$624K | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$396K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$360K |
Sector Composition
| 1 | Technology | 17.92% |
| 2 | Healthcare | 7.98% |
| 3 | Financials | 7.43% |
| 4 | Energy | 7.09% |
| 5 | Industrials | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Express
AXP
$218B
| $209K | 0.06% |
691
+33
|
|
||
102
Norfolk Southern
NSC
$69.8B
| $204K | 0.06% |
711
+1
|
|
||
103
SPDR Gold Trust
GLD
$138B
| $202K | 0.05% |
469
-86
|
|
||
104
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.71B
| $202K | 0.05% |
4,396
+10
|
|
||
105
Palo Alto Networks
PANW
$214B
| – | – |
-1,192
|
|
||
106
Travel + Leisure Co
TNL
$4.53B
| – | – |
-8,848
|
|
||
107
Vanguard S&P 500 ETF
VOO
$969B
| – | – |
-503
|
|