FIG
Fusion Investment Group Portfolio holdings
AUM
$37.3M
1-Year Return
3.33%
This Quarter Return
+3.41%
1 Year Return
-3.33%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$37.3M
AUM Growth
-$4.97M
(-12%)
Cap. Flow
-$5.85M
Cap. Flow
% of AUM
-15.67%
Top 10 Holdings %
Top 10 Hldgs %
35.87%
Holding
170
New
7
Increased
28
Reduced
30
Closed
98
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$554K |
| 2 |
Eaton
ETN
|
$513K |
| 3 |
Altria Group
MO
|
$373K |
| 4 |
AGN
Allergan plc
AGN
|
$262K |
| 5 |
General Motors
GM
|
$245K |
Top Sells
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$785K |
| 2 |
Alphabet (Google) Class C
GOOG
|
$518K |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$405K |
| 4 |
GSK
GSK
|
$370K |
| 5 |
WisdomTree US High Dividend Fund
DHS
|
$294K |
Sector Composition
| 1 | Communication Services | 7.93% |
| 2 | Industrials | 6.71% |
| 3 | Healthcare | 6.01% |
| 4 | Consumer Staples | 5.78% |
| 5 | Financials | 5.6% |
