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
51
$1.04M 0.29%
+16,776
52
$1.02M 0.28%
49,230
-168
53
$1.01M 0.28%
19,629
-898
54
$949K 0.26%
+16,628
55
$947K 0.26%
3,715
56
$892K 0.25%
3,627
-5
57
$876K 0.24%
5,801
58
$871K 0.24%
10,824
-961
59
$816K 0.23%
5,360
60
$811K 0.23%
32,115
-1,918
61
$784K 0.22%
8,665
62
$775K 0.22%
28,839
+2,625
63
$767K 0.21%
4,828
64
$750K 0.21%
25,704
65
$737K 0.21%
18,841
+6,987
66
$723K 0.2%
3,786
67
$710K 0.2%
35,206
+10,055
68
$706K 0.2%
4,464
+2
69
$700K 0.19%
6,338
+27
70
$676K 0.19%
1,406
-33
71
$611K 0.17%
15,397
+652
72
$600K 0.17%
3,652
-12
73
$587K 0.16%
21,135
+774
74
$584K 0.16%
15,967
-334
75
$584K 0.16%
4,424
1 2
3
4 5