FIG
Fusion Investment Group Portfolio holdings
AUM
$37.3M
1-Year Return
3.33%
This Quarter Return
-0.26%
1 Year Return
-3.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
-$611K
(-0.53%)
Cap. Flow
+$18.8K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
63.52%
Holding
236
New
11
Increased
20
Reduced
106
Closed
31
Top Buys
| 1 |
IBM
IBM
|
$4.35M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$2.92M |
| 3 |
WisdomTree US High Dividend Fund
DHS
|
$2.77M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$982K |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$897K |
Top Sells
Sector Composition
| 1 | Technology | 9.12% |
| 2 | Communication Services | 2.39% |
| 3 | Consumer Staples | 1.86% |
| 4 | Consumer Discretionary | 1.72% |
| 5 | Industrials | 1.52% |
