FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
This Quarter Return
+10.02%
1 Year Return
+12.56%
3 Year Return
+40.47%
5 Year Return
+62.66%
10 Year Return
–
AUM
$325M
AUM Growth
+$325M
(+11%)
Cap. Flow
+$3.79M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
51.23%
Holding
134
New
8
Increased
51
Reduced
32
Closed
3
Top Buys
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$2.15M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$1.6M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$795K |
| 4 |
Schwab US REIT ETF
SCHH
|
$548K |
| 5 |
Meta Platforms (Facebook)
META
|
$439K |
Sector Composition
| 1 | Technology | 1.95% |
| 2 | Communication Services | 1.63% |
| 3 | Financials | 1.49% |
| 4 | Consumer Discretionary | 1.38% |
| 5 | Energy | 1.31% |
