FIG
Fusion Investment Group Portfolio holdings
AUM
$37.3M
This Quarter Return
+0.3%
1 Year Return
-3.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$118M
AUM Growth
+$2.77M
(+2.4%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
59.86%
Holding
220
New
15
Increased
39
Reduced
47
Closed
115
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.82M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$1.5M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$1.29M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.22M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$1.05M |
Top Sells
Sector Composition
| 1 | Technology | 8.33% |
| 2 | Financials | 2.13% |
| 3 | Industrials | 1.76% |
| 4 | Communication Services | 1.58% |
| 5 | Consumer Staples | 1.58% |
