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
301
$13K 0.01%
65
302
$13K 0.01%
213
303
$13K 0.01%
1,115
304
$12K 0.01%
83
+3
305
$12K 0.01%
600
306
$12K 0.01%
100
307
$12K 0.01%
100
308
$12K 0.01%
183
309
$12K 0.01%
1,948
310
$12K 0.01%
1,000
311
$12K 0.01%
250
312
$11K ﹤0.01%
112
+1
313
$11K ﹤0.01%
710
314
$11K ﹤0.01%
41
315
$11K ﹤0.01%
80
316
$11K ﹤0.01%
1,000
317
$11K ﹤0.01%
186
318
$10K ﹤0.01%
16
319
$10K ﹤0.01%
185
320
$10K ﹤0.01%
100
321
$10K ﹤0.01%
60
322
$10K ﹤0.01%
43
323
$10K ﹤0.01%
2,700
-2,500
324
$10K ﹤0.01%
100
325
$10K ﹤0.01%
3,304
+132
11 12
13
14 15