FFM

Flagstone Financial Management Portfolio holdings

AUM $379M
1-Year Est. Return 10.34%
This Quarter Est. Return
1 Year Est. Return
+10.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.5M
3
+$1.4M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.01M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$928K

Top Sells

1
+$446K
2
+$59.4K
3
+$10.1K
4
WFC icon
Wells Fargo
WFC
+$4.12K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.5K

Sector Composition

1 Financials 3.58%
2 Technology 1.92%
3 Industrials 0.38%
4 Energy 0.24%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.07%
1,106
+70
52
$203K 0.07%
+6,587
53
$158K 0.05%
+10,636
1 2
3