FCM

Fire Capital Management Portfolio holdings

AUM $174M
1-Year Est. Return 27.9%
This Quarter Est. Return
1 Year Est. Return
+27.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$1.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$787K
3
+$627K
4
AMZN icon
Amazon
AMZN
+$515K
5
CEG icon
Constellation Energy
CEG
+$514K

Top Sells

1
+$389K
2
+$364K
3
+$322K
4
META icon
Meta Platforms (Facebook)
META
+$292K
5
MCO icon
Moody's
MCO
+$234K

Sector Composition

1 Technology 21.13%
2 Financials 11.89%
3 Consumer Discretionary 8.18%
4 Industrials 6.71%
5 Healthcare 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.02%
14,861
27
$1.33M 0.98%
4,041
+120
28
$1.28M 0.94%
1,350
+15
29
$1.27M 0.93%
12,879
+217
30
$1.26M 0.93%
7,530
+1,104
31
$1.26M 0.93%
2,529
+362
32
$1.24M 0.91%
3,235
+197
33
$1.24M 0.91%
3,537
+264
34
$1.2M 0.88%
5,088
+115
35
$1.17M 0.86%
5,043
+65
36
$1.16M 0.85%
4,331
+365
37
$1.11M 0.81%
1,341
+9
38
$1.03M 0.75%
1,083
+92
39
$1M 0.74%
5,814
+2,014
40
$972K 0.72%
38,367
41
$935K 0.69%
6,686
+1,883
42
$924K 0.68%
1,603
-507
43
$900K 0.66%
11,621
-1,394
44
$886K 0.65%
19,602
+8,222
45
$881K 0.65%
12,431
-45
46
$879K 0.65%
2,398
47
$854K 0.63%
161,930
48
$801K 0.59%
3,679
+126
49
$771K 0.57%
3,761
+174
50
$758K 0.56%
7,346
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