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
276
$25K 0.01%
1,799
277
$25K 0.01%
+503
278
$25K 0.01%
700
-1,644
279
$24K 0.01%
209
+6
280
$24K 0.01%
1,750
281
$24K 0.01%
842
-348
282
$24K 0.01%
249
283
$24K 0.01%
1,477
284
$24K 0.01%
+495
285
$24K 0.01%
385
286
$24K 0.01%
2,125
287
$24K 0.01%
+500
288
$24K 0.01%
260
289
$23K 0.01%
+392
290
$23K 0.01%
359
-100
291
$23K 0.01%
270
292
$23K 0.01%
316
293
$23K 0.01%
198
294
$23K 0.01%
766
+3
295
$23K 0.01%
1,500
296
$22K 0.01%
475
297
$22K 0.01%
318
298
$22K 0.01%
202
299
$21K 0.01%
+100
300
$21K 0.01%
127
10 11
12
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