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
$157M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.38M
3
+$1.38M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$967K

Top Sells

1
+$1.92M
2
+$1.74M
3
+$854K
4
GLD icon
SPDR Gold Trust
GLD
+$734K
5
AAPL icon
Apple
AAPL
+$587K

Sector Composition

1 Technology 23.49%
2 Financials 12.38%
3 Consumer Discretionary 7.47%
4 Industrials 6.81%
5 Healthcare 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.89T
$878K 0.56%
1,189
-414
NEE icon
52
NextEra Energy
NEE
$168B
$852K 0.54%
12,275
-156
CTVA icon
53
Corteva
CTVA
$42.9B
$849K 0.54%
11,393
+83
AMT icon
54
American Tower
AMT
$83.9B
$837K 0.53%
3,787
+108
CEG icon
55
Constellation Energy
CEG
$125B
$783K 0.5%
2,426
-125
DHR icon
56
Danaher
DHR
$151B
$777K 0.49%
3,935
+174
VOO icon
57
Vanguard S&P 500 ETF
VOO
$783B
$765K 0.49%
1,345
+795
WM icon
58
Waste Management
WM
$79.6B
$732K 0.47%
3,201
+8
OTIS icon
59
Otis Worldwide
OTIS
$36.6B
$727K 0.46%
7,346
APD icon
60
Air Products & Chemicals
APD
$55.3B
$716K 0.45%
2,538
+40
RTX icon
61
RTX Corp
RTX
$236B
$693K 0.44%
4,746
AWK icon
62
American Water Works
AWK
$25.4B
$680K 0.43%
4,885
-45
MCD icon
63
McDonald's
MCD
$216B
$665K 0.42%
2,275
+104
ROP icon
64
Roper Technologies
ROP
$48B
$660K 0.42%
1,164
+318
CRWD icon
65
CrowdStrike
CRWD
$137B
$620K 0.39%
1,218
-278
AMP icon
66
Ameriprise Financial
AMP
$45.1B
$614K 0.39%
1,150
MCK icon
67
McKesson
MCK
$100B
$596K 0.38%
814
-36
CVX icon
68
Chevron
CVX
$312B
$579K 0.37%
4,045
MA icon
69
Mastercard
MA
$501B
$570K 0.36%
1,014
HCA icon
70
HCA Healthcare
HCA
$110B
$569K 0.36%
+1,485
CELH icon
71
Celsius Holdings
CELH
$15.8B
$558K 0.35%
+12,022
AEP icon
72
American Electric Power
AEP
$65.3B
$532K 0.34%
5,131
+6
BAC icon
73
Bank of America
BAC
$385B
$508K 0.32%
10,726
+910
GOOG icon
74
Alphabet (Google) Class C
GOOG
$3.33T
$449K 0.29%
2,533
+105
IBIT icon
75
iShares Bitcoin Trust
IBIT
$84.6B
$445K 0.28%
7,268
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3
4