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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
$118M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.57M
3
+$1.26M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.24M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.08M

Top Sells

1
+$1.38M
2
+$1.2M
3
+$804K
4
T icon
AT&T
T
+$708K
5
DJP icon
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
+$635K

Sector Composition

1 Technology 8.33%
2 Financials 2.13%
3 Industrials 1.76%
4 Communication Services 1.58%
5 Consumer Staples 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K 0.01%
129
-3,450
102
$4K ﹤0.01%
62
-5,076
103
– –
-18,464
104
– –
-3,065
105
– –
-350
106
– –
-150
107
– –
-10,800
108
– –
-455
109
– –
-570
110
– –
-418
111
– –
-200
112
– –
-151
113
– –
-400
114
– –
-5
115
– –
-160
116
– –
-343
117
– –
-23,490
118
– –
-206
119
– –
-188
120
– –
-2,006
121
– –
-2,448
122
– –
-20
123
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-192
124
– –
-135
125
– –
-182
3 4
5
6 7