FIG

Fusion Investment Group Portfolio holdings

AUM $37.3M
1-Year Est. Return 3.33%
This Quarter Est. Return
1 Year Est. Return
-3.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.4M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$2.61M
3
+$1.72M
4
DEW icon
WisdomTree Global High Dividend Fund
DEW
+$1.29M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$944K

Top Sells

1
+$3.64M
2
+$2.46M
3
+$2M
4
XOM icon
Exxon Mobil
XOM
+$2M
5
PFE icon
Pfizer
PFE
+$1.94M

Sector Composition

1 Consumer Staples 2.26%
2 Consumer Discretionary 1.97%
3 Industrials 1.95%
4 Financials 1.88%
5 Technology 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K 0.01%
244
-4,484
177
$13K 0.01%
305
+246
178
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121
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199
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181
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234
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$11K 0.01%
207
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151
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192
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135
188
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189
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