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FCM
Fogel Capital Management Portfolio holdings
AUM
$219M
1-Year Est. Return
38.7%
This Fund
S&P 500
1 Year Est. Return
+38.7%
AUM
$219M
AUM Growth
+$1.73M
(+0.8%)
Holding
55
Top Buys
| 1 | +$1.03M | |
| 2 | +$798K | |
| 3 | +$776K | |
| 4 |
Microsoft
MSFT
|
+$654K |
| 5 |
Mercado Libre
MELI
|
+$590K |
Top Sells
| 1 | +$4.6M | |
| 2 | +$238K | |
| 3 | +$217K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$126K |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$38.7K |
Sector Composition
| 1 | Financials | 20.89% |
| 2 | Technology | 19.53% |
| 3 | Communication Services | 16.04% |
| 4 | Energy | 14.69% |
| 5 | Industrials | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Meta Platforms (Facebook)
META
$1.44T
| $205K | 0.09% |
358
-52
|
|
||
52
NextEra Energy
NEE
$177B
| $203K | 0.09% |
+2,188
|
|
||
53
ARK 21Shares Bitcoin ETF
ARKB
$2.42B
| – | – |
-8,200
|
|
||
54
ConocoPhillips
COP
$141B
| – | – |
-49,133
|
|
||
55
Eli Lilly
LLY
$1.04T
| – | – |
-202
|
|