FCM

Firestone Capital Management Portfolio holdings

AUM $425M
1-Year Est. Return 12.56%
This Quarter Est. Return
1 Year Est. Return
+12.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.39M
3
+$2.17M
4
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$1.04M
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$949K

Top Sells

1
+$1.76M
2
+$456K
3
+$303K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$276K
5
TAXF icon
American Century Diversified Municipal Bond ETF
TAXF
+$266K

Sector Composition

1 Communication Services 1.79%
2 Technology 1.78%
3 Financials 1.67%
4 Consumer Discretionary 1.39%
5 Energy 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.73%
41,237
+307
27
$2.55M 0.71%
50,770
-321
28
$2.53M 0.7%
+60,219
29
$2.51M 0.7%
14,646
-308
30
$2.51M 0.7%
43,181
+6,699
31
$2.45M 0.68%
49,819
+4,327
32
$2.32M 0.65%
5,512
33
$2.27M 0.63%
12,592
-30
34
$2.17M 0.6%
+19,738
35
$2.17M 0.6%
38,215
-1,300
36
$2.16M 0.6%
31,855
+1,809
37
$2.11M 0.59%
18,124
-96
38
$1.98M 0.55%
3,766
+107
39
$1.86M 0.52%
9,061
-102
40
$1.79M 0.5%
17,739
+1,047
41
$1.77M 0.49%
23,862
+634
42
$1.6M 0.45%
65,038
+4,594
43
$1.47M 0.41%
3,828
-31
44
$1.44M 0.4%
41,373
-2,068
45
$1.43M 0.4%
9,095
46
$1.35M 0.38%
23,361
-181
47
$1.27M 0.35%
15,927
-442
48
$1.1M 0.31%
5,508
+27
49
$1.07M 0.3%
3,560
+3
50
$1.07M 0.3%
12,849
+473
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2
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