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
301
$20K 0.01%
+84
302
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115
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$19K 0.01%
105
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$18K 0.01%
78
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438
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1,000
307
$18K 0.01%
104
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$18K 0.01%
120
-120
309
$18K 0.01%
1,115
310
$18K 0.01%
+684
311
$17K 0.01%
+138
312
$17K 0.01%
214
313
$17K 0.01%
158
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284
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177
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$17K 0.01%
460
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$17K 0.01%
430
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$16K 0.01%
348
+3
320
$16K 0.01%
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321
$16K 0.01%
1,948
322
$16K 0.01%
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323
$15K 0.01%
300
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$15K 0.01%
300
325
$15K 0.01%
555