FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
This Quarter Return
+4.1%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$307M
AUM Growth
+$307M
(+11%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
4.81%
Top 10 Holdings %
Top 10 Hldgs %
51.44%
Holding
138
New
14
Increased
46
Reduced
32
Closed
8
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.08M |
| 2 |
Invesco Large Cap Growth ETF
PWB
|
$2.69M |
| 3 |
iShares Gold Trust
IAU
|
$2.29M |
| 4 |
Invesco Large Cap Value ETF
PWV
|
$1.85M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$1.65M |
Top Sells
Sector Composition
| 1 | Technology | 1.95% |
| 2 | Communication Services | 1.66% |
| 3 | Energy | 1.42% |
| 4 | Consumer Discretionary | 1.4% |
| 5 | Financials | 1.27% |
