We are live on ! Find out more
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
126
– –
-134
127
– –
-1,380
128
– –
-206
129
– –
-572
130
– –
-318
131
– –
-5,129
132
– –
-371
133
– –
-79
134
– –
-383
135
– –
-2,079
136
– –
-2,277
137
– –
-345
138
– –
-321
139
– –
-20
140
– –
-2,100
141
– –
-1,110
142
– –
-209
143
– –
-1,123
144
– –
-175
145
– –
-17,474
146
– –
-2,556
147
– –
-14
148
– –
-5,112
149
– –
-200
150
$0 ﹤0.01%
2
-5,864
4 5
6
7 8