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

Top Buys

1
+$1.82M
2
+$1.5M
3
+$1.29M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.22M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.05M

Top Sells

1
+$1.57M
2
+$1.36M
3
+$1.19M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$822K
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
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