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Home > Institutional Investor > Fusion Capital, Llc > Profile

Instuitional Investor - Fusion Capital, Llc

Fund Profile
Filing Period:
Fund Name: Fusion Capital, Llc
Portfolio Value $195,326,309
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 91,070 $17,533,669 8.97%
2.
Vanguard Dividend Appreciation Etf
 99,987 $17,037,866 8.72%
3.
Ishares Trust
 IEF 23,089 $11,028,039 5.64%
4.
Lam Research Corp
 LRCX 10,679 $8,364,138 4.28%
5.
Vanguard Growth Etf
 26,202 $8,145,643 4.17%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)