FIG
Fusion Investment Group Portfolio holdings
AUM
$37.3M
This Quarter Return
-0.77%
1 Year Return
-3.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+3.2%)
Cap. Flow
+$5.26M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
53.46%
Holding
187
New
79
Increased
55
Reduced
33
Closed
6
Top Buys
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$3.43M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$1.55M |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$1.16M |
| 4 |
AdvisorShares STAR Global Buy-Write ETF
VEGA
|
$999K |
| 5 |
GLCN
VanEck China Growth Leaders ETF
GLCN
|
$738K |
Sector Composition
| 1 | Technology | 8.05% |
| 2 | Financials | 2.61% |
| 3 | Communication Services | 2.46% |
| 4 | Consumer Staples | 1.95% |
| 5 | Healthcare | 1.9% |
