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
351
$11K ﹤0.01%
112
352
$11K ﹤0.01%
16
353
$11K ﹤0.01%
650
354
$11K ﹤0.01%
304
355
$11K ﹤0.01%
237
356
$11K ﹤0.01%
194
357
$11K ﹤0.01%
100
358
$11K ﹤0.01%
3,130
-174
359
$10K ﹤0.01%
185
360
$10K ﹤0.01%
100
361
$10K ﹤0.01%
492
362
$10K ﹤0.01%
600
363
$10K ﹤0.01%
150
364
$10K ﹤0.01%
251
365
$10K ﹤0.01%
482
366
$10K ﹤0.01%
171
+1
367
$10K ﹤0.01%
848
368
$9K ﹤0.01%
1,000
369
$9K ﹤0.01%
190
370
$9K ﹤0.01%
254
371
$9K ﹤0.01%
129
372
$9K ﹤0.01%
140
373
$9K ﹤0.01%
+151
374
$8K ﹤0.01%
+1,000
375
$8K ﹤0.01%
+90
13 14
15
16 17