FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+3.73%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$295M
AUM Growth
+$3.36M
(+1.1%)
Cap. Flow
-$7.73M
Cap. Flow
% of AUM
-2.62%
Top 10 Holdings %
Top 10 Hldgs %
67.15%
Holding
325
New
42
Increased
36
Reduced
80
Closed
98
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.55M |
| 2 |
NYLI Hedge Multi-Strategy Tracker ETF
QAI
|
$2.24M |
| 3 |
iShares Gold Trust
IAU
|
$1.45M |
| 4 |
Apple
AAPL
|
$1.23M |
| 5 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$1.22M |
Sector Composition
| 1 | Communication Services | 0.19% |
| 2 | Financials | 0.17% |
| 3 | Technology | 0.12% |
| 4 | Healthcare | 0.1% |
| 5 | Industrials | 0.07% |
