FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+0.05%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$356M
AUM Growth
+$58.5M
(+20%)
Cap. Flow
+$58.4M
Cap. Flow
% of AUM
16.42%
Top 10 Holdings %
Top 10 Hldgs %
67.99%
Holding
308
New
30
Increased
40
Reduced
42
Closed
13
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 1.88% |
| 2 | Technology | 1.17% |
| 3 | Healthcare | 0.62% |
| 4 | Communication Services | 0.61% |
| 5 | Consumer Discretionary | 0.52% |