FIG
Fusion Investment Group Portfolio holdings
AUM
$37.3M
This Quarter Return
+3.43%
1 Year Return
-3.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
+$116M
(+18%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
13.07%
Top 10 Holdings %
Top 10 Hldgs %
58.85%
Holding
245
New
24
Increased
73
Reduced
66
Closed
20
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$5.49M |
| 2 |
IBM
IBM
|
$3.61M |
| 3 |
Qualcomm
QCOM
|
$988K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$880K |
| 5 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$847K |
Top Sells
Sector Composition
| 1 | Technology | 6.06% |
| 2 | Industrials | 2.55% |
| 3 | Consumer Discretionary | 2.53% |
| 4 | Communication Services | 2.38% |
| 5 | Consumer Staples | 2.18% |
