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
326
$10K ﹤0.01%
482
327
$9K ﹤0.01%
65
328
$9K ﹤0.01%
1,000
329
$9K ﹤0.01%
75
330
$9K ﹤0.01%
304
331
$9K ﹤0.01%
237
332
$9K ﹤0.01%
254
333
$9K ﹤0.01%
600
334
$9K ﹤0.01%
84
-526
335
$9K ﹤0.01%
170
+1
336
$8K ﹤0.01%
592
337
$8K ﹤0.01%
650
338
$8K ﹤0.01%
1,185
339
$8K ﹤0.01%
129
340
$8K ﹤0.01%
300
341
$8K ﹤0.01%
73
342
$7K ﹤0.01%
25
343
$7K ﹤0.01%
24
344
$7K ﹤0.01%
4,625
345
$7K ﹤0.01%
50
-5
346
$7K ﹤0.01%
848
347
$7K ﹤0.01%
551
348
$6K ﹤0.01%
80
349
$6K ﹤0.01%
232
350
$6K ﹤0.01%
219