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Home > Institutional Investor > Fusion Investment Group, Llc > Profile

Instuitional Investor - Fusion Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Fusion Investment Group, Llc
Portfolio Value $37,345,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Inc
 50,724 $1,998,000 5.35%
2.
Ishares Tr
 34,143 $1,906,000 5.1%
3.
Ishares Trust
 IEF 31,967 $1,877,000 5.02%
4.
Wisdomtree Trust
 40,446 $1,418,000 3.79%
5.
General Electric Co
 GE 7,635.36,319,728 $1,140,000 3.05%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)