FFM
Flagstone Financial Management Portfolio
Invests via Flagstone Financial Management | Managed by Flagstone Financial Management LLC
Invests via Flagstone Financial Management
Managed by Flagstone Financial Management LLC
Automatically Tracked
Company Profile
Flagstone Financial Management is a distinguished investment firm known for its innovative approaches to wealth management and capital allocation. The firm specializes in delivering tailored financial solutions that meet the diverse needs of high-net-worth individuals and institutional investors. Leveraging extensive industry knowledge, Flagstone connects clients with dynamic opportunities across various sectors, enhancing their growth trajectories through strategic insights and bespoke advisory services. Its team consists of experienced professionals who excel at fostering strong client relationships and navigating complex market environments. With a reputation for integrity and excellence, Flagstone plays a pivotal role in shaping sound financial futures.
Flagstone Financial Management is a distinguished investment firm known for its innovative approaches to wealth management and capital allocation. The firm specializes in delivering tailored financial solutions that meet the diverse needs of high-net-worth individuals and institutional investors. Leveraging extensive industry knowledge, Flagstone connects clients with dynamic opportunities across various sectors, enhancing their growth trajectories through strategic insights and bespoke advisory services. Its team consists of experienced professionals who excel at fostering strong client relationships and navigating complex market environments. With a reputation for integrity and excellence, Flagstone plays a pivotal role in shaping sound financial futures.
Investment Philosophy & Strategy
At the forefront of investment innovation, Flagstone Financial Management adopts a bespoke approach to client capital. The firm prioritizes discerning opportunities that align with its clients' unique financial ambitions while harnessing extensive market insights. With a commitment to fostering long-term relationships, strategic partnerships are cultivated not just for growth but also for enhancing competitive advantages in diverse sectors. This focus enables the firm to maintain agility amid shifting market dynamics and pursue impactful investments that drive value creation. Each decision is meticulously crafted, reflecting an unwavering dedication to optimizing client outcomes in ever-evolving landscapes.
At the forefront of investment innovation, Flagstone Financial Management adopts a bespoke approach to client capital. The firm prioritizes discerning opportunities that align with its clients' unique financial ambitions while harnessing extensive market insights. With a commitment to fostering long-term relationships, strategic partnerships are cultivated not just for growth but also for enhancing competitive advantages in diverse sectors. This focus enables the firm to maintain agility amid shifting market dynamics and pursue impactful investments that drive value creation. Each decision is meticulously crafted, reflecting an unwavering dedication to optimizing client outcomes in ever-evolving landscapes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
23.64%
Gain -0.01%
Monthly
0.66%
Yearly
8.26%
Drawdown
10.87%
$436.78M
Equity
Holdings
$436.78M
Investment
$320.38M
$122.26M
Profit -$44,790.79
Realized
$5.85M
Unrealized
$116.41M
Dividends
$24.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$44,790.79
Win %
80%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$44,790.79
Win %
80%
This Month
Compared to last month
Gain
-0.51%
Profit
-$2.23M
Win %
80%
This Year
Compared to last year
Gain
5.45%
Profit
$23.22M
Win %
81%
VZ Verizon Communications Inc.
+2.49%
+$7,731.36 
JPM JPMorgan Chase & Co.
+2.31%
+$48,397.69 
USB U.S. Bancorp
+2.27%
+$32,134.3 
PM Philip Morris International Inc.
+1.95%
+$4,589 
UNP Union Pacific Corporation
+1.65%
+$4,831.07 
WFC Wells Fargo & Company
+1.61%
+$14,281.54 
BAC Bank of America Corporation
+1.56%
+$4,158.96 
DE Deere & Company
+1.55%
+$9,122.85 
ELS Equity Lifestyle Properties Inc.
+1.39%
+$5,052.53 
XLF Financial Select Sector SPDR Fund
+1.37%
+$3,763.44 
NEE NextEra Energy, Inc.
+1.35%
+$2,682.95 
VLO Valero Energy Corporation
+1.2%
+$3,070 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$16,793.1 
JNJ Johnson & Johnson
+1.07%
+$4,917.44 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$228,338.26 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$2,714.58 
DFAR Dimensional US Real Estate ETF
+0.95%
+$5,291.5 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$7,823 
VNQ Vanguard Real Estate ETF
+0.92%
+$105,624.9 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$137,690.26 
IWM iShares Russell 2000 ETF
+0.87%
+$4,465.34 
MKL Markel Group Inc.
+0.87%
+$4,064 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,419.96 
MA Mastercard Incorporated
+0.71%
+$3,955.8 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$41,928.28 
AVUS Avantis U.S. Equity ETF
+0.65%
+$110,508.94 
AVDE Avantis International Equity ETF
+0.59%
+$27,274.33 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,261.94 
AVRE Avantis Real Estate ETF
+0.59%
+$8,067.36 
DFIV Dimensional International Value ETF
+0.58%
+$2,342.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$4,301.28 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1,344.63 
GOOGL Alphabet Inc
+0.53%
+$1,885.17 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$658,328.66 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,987.5 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$12,947.76 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$11,510.58 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.51%
+$2,939.71 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$5,970.94 
GOOG Alphabet Inc
+0.45%
+$4,723.2 
WMT Walmart Inc.
+0.45%
+$1,482.3 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$36,812.8 
ROK Rockwell Automation, Inc.
+0.38%
+$1,191.75 
PEP PepsiCo, Inc.
+0.38%
+$1,836 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$73,167.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,580.64 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$2,678.34 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$97,668.84 
XOM Exxon Mobil Corporation
+0.28%
+$2,796.09 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$435.24 
BNDX Vanguard Total International Bond ETF
+0.17%
+$38,074.72 
NVDA NVIDIA Corporation
+0.16%
+$1,611.84 
MSFT Microsoft Corp.
+0.1%
+$2,030.35 
ORCL Oracle Corporation
+0.02%
+$98.31 
BOMN Boston Omaha Corporation
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$52,461 
AMZN Amazon.com Inc
-1.23%
-$6,363.98 
CSCO Cisco Systems, Inc.
-0.6%
-$2,592.24 
ETN Eaton Corporation plc
-0.57%
-$1,494 
GILD Gilead Sciences Inc.
-0.22%
-$486.36 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.18%
-$43,323.85 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$285.88 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$742.84 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.08%
-$685.2 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$230.62 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$24,294.03 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$862.06 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$3,321.52 
MUB iShares National Muni Bond ETF
-0.01%
-$298.59 Events
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Dividends
Dividend Analysis
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| Trades 504 | Longs Won 417/504 82% | Profit Factor 177.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.69M |
| Average Win $294,982.36 | Best Trade (Jun 14) $34.44M | Sharpe Ratio -25.18 |
| Average Loss -$7,950.99 | Worst Trade (Jun 14) -$44,858.8 | Z-Score 25.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 5d | Expectancy $242,570.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
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Returns
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Option values are updated at end of day.
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