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
326
$14K 0.01%
400
327
$14K 0.01%
250
328
$14K 0.01%
183
329
$14K 0.01%
150
330
$14K 0.01%
1,040
331
$14K 0.01%
+120
332
$14K 0.01%
1,691
333
$14K 0.01%
+95
334
$13K ﹤0.01%
+337
335
$13K ﹤0.01%
83
336
$13K ﹤0.01%
41
337
$13K ﹤0.01%
100
338
$13K ﹤0.01%
60
339
$13K ﹤0.01%
65
340
$13K ﹤0.01%
1,185
341
$13K ﹤0.01%
1,000
342
$13K ﹤0.01%
551
343
$12K ﹤0.01%
+500
344
$12K ﹤0.01%
80
345
$12K ﹤0.01%
43
346
$12K ﹤0.01%
213
347
$12K ﹤0.01%
1,000
348
$12K ﹤0.01%
186
349
$11K ﹤0.01%
65
350
$11K ﹤0.01%
290
+255
12 13
14
15 16