FCM
Fogel Capital Management Portfolio holdings
AUM
$216M
1-Year Est. Return
36.08%
1 Year Est. Return
+36.08%
AUM
$188M
AUM Growth
+$1.61M
(+0.87%)
Holding
53
Top Buys
| 1 | +$3.42M | |
| 2 | +$1.25M | |
| 3 | +$853K | |
| 4 |
Mercado Libre
MELI
|
+$653K |
| 5 |
Marsh & McLennan
MMC
|
+$572K |
Top Sells
| 1 | +$14.5M | |
| 2 | +$11.9M | |
| 3 | +$194K | |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$187K |
| 5 |
Kratos Defense & Security Solutions
KTOS
|
+$167K |
Sector Composition
| 1 | Technology | 23.09% |
| 2 | Financials | 22.38% |
| 3 | Energy | 14.98% |
| 4 | Communication Services | 11.36% |
| 5 | Industrials | 8.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Prime Medicine
PRME
$893M
| $24.7K | 0.01% |
+10,000
|
|
||
52
Origin Materials
ORGN
$110M
| $9.28K | ﹤0.01% |
19,200
|
|
||
|
53
Origin Materials Inc Warrants
ORGNW
$7.18M
| $1.06K | ﹤0.01% |
55,000
|
|