FI
| |
Fusion Investment Group, LLC13F | |
| Fusion Investment Group, LLC | |
| Last update 2016-02-16 | 61 Stocks (6 new) |
| Value $32.00 Mil | Turnover 11 % |
Fusion Investment Group, LLC Top Holdings of 2015-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI | iShares MSCI ACWI Index Fund | 34,143 | 1,906.0 | +4.36% | 5.900 | +0.25% | 0.020 | +17.38% | +11.29% | 22,448.5 | ||
EFA | iShares MSCI EAFE ETF | 31,967 | 1,877.0 | +2.55% | 5.810 | +0.14% | 0.000 | +10.84% | +18.89% | 63,725.9 | ||
DGS |
WisdomTree Emerging Markets SmallCap Dividend Fund
WisdomTree Emerging Markets SmallCap Dividend Fund
| 40,446 | 1,418.0 | +0.45% | 4.390 | +0.02% | 0.080 | +19.33% | +15.92% | 1,643.1 | ||
GE | General Electric Co | 4,574 | 1,140.0 | -10.09% | 3.530 | -0.29% | 0.000 | +45.03% | +58.37% | 279,181.9 | Aerospace & Defense | |
AGZ | iShares Agency Bond ETF | 9,940 | 1,125.0 | +0.13% | 3.480 | 0% | 0.160 | +0.94% | +2.91% | 610.5 | ||
ETN | Eaton Corp PLC | 20,152 | 1,049.0 | +95.56% | 3.250 | +1.59% | 0.010 | +41.60% | +14.90% | 148,154.0 | Industrial Products | |
XLV | Health Care Select Sector SPDR | 14,334 | 1,032.0 | +0.19% | 3.200 | +0.01% | 0.010 | -2.23% | -3.34% | 33,140.0 | ||
AAPL | Apple Inc | 36,012 | 949.0 | +2.34% | 2.940 | +0.07% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
IVV | iShares Core S&P 500 ETF | 4,399 | 901.0 | -0.27% | 2.790 | -0.01% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 31,940 | 890.0 | +0.17% | 2.760 | 0% | 0.000 | +16.06% | +2.45% | 97,230.9 |
Fusion Investment Group, LLC's Historical Top Holdings Breakdowns
Fusion Investment Group, LLC Total Holding History ($B)
Fusion Investment Group, LLC's Asset Allocation
Fusion Investment Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Fusion Investment Group, LLC's Hypothetical Growth since 2015-12-31
Fusion Investment Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Fusion Investment Group, LLC's Holdings Heat Map
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Fusion Investment Group, LLC's Holdings Bubble Chart
Fusion Investment Group, LLC News
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