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
$118M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

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
201
-222
202
-600
203
-50
204
-66
205
-1,455
206
-50
207
-100
208
-10
209
-218
210
-2
211
-57
212
-100
213
-212
214
-2,843
215
-400
216
-206
217
-200
218
-664