FCM

Firestone Capital Management Portfolio holdings

AUM $471M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
+$313K
3
+$285K
4
AMZN icon
Amazon
AMZN
+$199K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$135K

Top Sells

1
+$1.06M
2
+$483K
3
+$456K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$394K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$341K

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
251
$23K 0.01%
770
252
$22K 0.01%
815
+219
253
$22K 0.01%
845
254
$22K 0.01%
1,750
255
$22K 0.01%
260
256
$22K 0.01%
202
257
$22K 0.01%
2,125
258
$21K 0.01%
1,303
259
$21K 0.01%
181
+81
260
$21K 0.01%
359
+2
261
$20K 0.01%
78
262
$20K 0.01%
700
263
$20K 0.01%
1,477
264
$20K 0.01%
1,500
265
$19K 0.01%
316
266
$19K 0.01%
127
267
$18K 0.01%
715
268
$18K 0.01%
270
269
$18K 0.01%
475
270
$18K 0.01%
+525
271
$17K 0.01%
+459
272
$17K 0.01%
198
273
$17K 0.01%
763
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274
$17K 0.01%
284
275
$17K 0.01%
177
9 10
11
12 13