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FIG

Fusion Investment Group Portfolio holdings

AUM $37.3M
1-Year Est. Return 3.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$2.55M
3
+$1.72M
4
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$1.26M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$944K

Top Sells

1
+$3.68M
2
+$2.46M
3
+$2M
4
XOM icon
Exxon Mobil
XOM
+$1.95M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.94M

Sector Composition

1 Consumer Staples 2.26%
2 Consumer Discretionary 1.97%
3 Industrials 1.95%
4 Financials 1.88%
5 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-2,356
252
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-19,466
253
– –
-5,099
254
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-102
255
– –
-42,758
256
– –
-4,680
257
– –
-68
258
– –
-2,000
259
– –
-2,000
260
– –
-7
261
– –
-28,311
262
– –
-8,905
7 8 9 10
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