FCM

Firestone Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$223M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$313K
2
+$307K
3
+$288K
4
AMZN icon
Amazon
AMZN
+$198K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$135K

Top Sells

1
+$1.08M
2
+$492K
3
+$456K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$400K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$339K

Sector Composition

1 Technology 2.24%
2 Consumer Discretionary 2.07%
3 Communication Services 1.75%
4 Industrials 1.73%
5 Utilities 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
281
227
$31K 0.01%
2,896
228
$30K 0.01%
575
+209
229
$30K 0.01%
1,000
+262
230
$29K 0.01%
482
231
$29K 0.01%
1,500
232
$29K 0.01%
1,012
233
$29K 0.01%
1,665
234
$29K 0.01%
490
235
$29K 0.01%
723
236
$28K 0.01%
240
237
$27K 0.01%
675
238
$27K 0.01%
421
239
$26K 0.01%
163
240
$26K 0.01%
520
-10
241
$26K 0.01%
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242
$26K 0.01%
360
243
$26K 0.01%
450
244
$26K 0.01%
131
245
$25K 0.01%
249
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$24K 0.01%
100
247
$24K 0.01%
594
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248
$24K 0.01%
240
249
$24K 0.01%
121
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250
$23K 0.01%
203
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10
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