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
101
$336K 0.09%
12,375
+24
102
$326K 0.09%
+735
103
$325K 0.09%
+7,803
104
$320K 0.09%
+7,342
105
$318K 0.09%
1,839
106
$312K 0.09%
5,413
107
$309K 0.09%
+14,850
108
$302K 0.08%
3,405
109
$298K 0.08%
9,259
+165
110
$294K 0.08%
+1,987
111
$290K 0.08%
8,000
112
$289K 0.08%
1,585
113
$286K 0.08%
1,634
114
$283K 0.08%
2,150
115
$282K 0.08%
4,686
-3
116
$282K 0.08%
+6,690
117
$279K 0.08%
2,304
+10
118
$277K 0.08%
1,215
119
$274K 0.08%
2,924
-203
120
$265K 0.07%
11,640
-810
121
$264K 0.07%
+2,154
122
$262K 0.07%
4,000
123
$259K 0.07%
5,093
124
$256K 0.07%
14,519
-3,029
125
$252K 0.07%
1,080
2 3 4
5
6