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
51
$758K 0.56%
1,746
+372
52
$747K 0.55%
2,893
+122
53
$739K 0.54%
3,193
+334
54
$737K 0.54%
2,498
+32
55
$727K 0.53%
4,930
+63
56
$717K 0.53%
1,313
+183
57
$712K 0.52%
11,310
+734
58
$678K 0.5%
2,171
+66
59
$677K 0.5%
4,045
-81
60
$672K 0.49%
721
+326
61
$655K 0.48%
1,229
+1
62
$629K 0.46%
4,746
-21
63
$572K 0.42%
850
64
$560K 0.41%
5,125
+98
65
$557K 0.41%
1,150
66
$556K 0.41%
1,014
67
$527K 0.39%
1,496
+71
68
$514K 0.38%
+2,551
69
$499K 0.37%
846
+29
70
$489K 0.36%
12,183
+3,721
71
$410K 0.3%
9,816
+1,232
72
$402K 0.3%
1,897
-105
73
$379K 0.28%
+2,428
74
$355K 0.26%
1,500
75
$349K 0.26%
6,959
+3,392
1 2
3
4