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
$263M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.2M
3
+$1.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$916K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$867K

Top Sells

1
+$402K
2
+$254K
3
+$214K
4
NSC icon
Norfolk Southern
NSC
+$178K
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$96.4K

Sector Composition

1 Technology 2.48%
2 Consumer Discretionary 2.05%
3 Communication Services 1.82%
4 Industrials 1.58%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.01%
1,500
252
$32K 0.01%
523
+301
253
$32K 0.01%
1,450
+400
254
$32K 0.01%
723
255
$31K 0.01%
450
256
$31K 0.01%
461
+102
257
$31K 0.01%
281
258
$31K 0.01%
421
259
$30K 0.01%
482
260
$29K 0.01%
845
261
$28K 0.01%
815
262
$28K 0.01%
700
263
$28K 0.01%
163
264
$28K 0.01%
52
265
$28K 0.01%
181
266
$28K 0.01%
4,635
+10
267
$27K 0.01%
594
268
$27K 0.01%
+700
269
$27K 0.01%
+3,178
270
$26K 0.01%
+544
271
$26K 0.01%
715
272
$26K 0.01%
1,303
273
$26K 0.01%
100
274
$26K 0.01%
121
275
$25K 0.01%
619
+94
9 10
11
12 13