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
76
$550K 0.15%
4,166
77
$549K 0.15%
14,260
78
$540K 0.15%
7,524
79
$538K 0.15%
8,160
80
$532K 0.15%
8,701
81
$530K 0.15%
723
-1
82
$523K 0.15%
+2,511
83
$509K 0.14%
2,000
84
$501K 0.14%
5,311
+1,325
85
$491K 0.14%
14,377
86
$484K 0.13%
+24,116
87
$482K 0.13%
11,546
-549
88
$466K 0.13%
5,809
+25
89
$453K 0.13%
4,863
+16
90
$450K 0.13%
1,500
91
$404K 0.11%
2,298
+101
92
$397K 0.11%
3,600
93
$394K 0.11%
1,145
+1
94
$390K 0.11%
7,654
95
$385K 0.11%
+7,864
96
$371K 0.1%
2,960
97
$370K 0.1%
5,810
+128
98
$360K 0.1%
7,565
99
$359K 0.1%
11,826
100
$339K 0.09%
2,354
2 3
4
5 6