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
276
$17K 0.01%
763
-102
277
$16K 0.01%
105
278
$16K 0.01%
345
+3
279
$16K 0.01%
296
280
$16K 0.01%
158
281
$16K 0.01%
104
282
$16K 0.01%
1,799
283
$16K 0.01%
194
284
$16K 0.01%
318
285
$16K 0.01%
1,050
286
$15K 0.01%
400
-397
287
$15K 0.01%
150
288
$15K 0.01%
460
289
$15K 0.01%
300
290
$14K 0.01%
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291
$14K 0.01%
+1,040
292
$14K 0.01%
178
293
$14K 0.01%
430
294
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25
295
$14K 0.01%
215
296
$14K 0.01%
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297
$13K 0.01%
+555
298
$13K 0.01%
438
299
$13K 0.01%
222
300
$13K 0.01%
214
10 11
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