FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
This Quarter Return
+6.78%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$359M
AUM Growth
+$359M
(+11%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
4.33%
Top 10 Holdings %
Top 10 Hldgs %
50.38%
Holding
151
New
20
Increased
49
Reduced
33
Closed
6
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$2.53M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.39M |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$2.17M |
| 4 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
$1.04M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$949K |
Top Sells
Sector Composition
| 1 | Communication Services | 1.79% |
| 2 | Technology | 1.78% |
| 3 | Financials | 1.67% |
| 4 | Consumer Discretionary | 1.39% |
| 5 | Energy | 1.32% |
