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
376
$3K ﹤0.01%
+100
377
$3K ﹤0.01%
20
378
$3K ﹤0.01%
120
+20
379
$3K ﹤0.01%
259
380
$3K ﹤0.01%
100
381
$3K ﹤0.01%
200
382
$3K ﹤0.01%
310
383
$3K ﹤0.01%
900
384
$3K ﹤0.01%
1,481
385
$3K ﹤0.01%
9
386
$3K ﹤0.01%
135
387
$2K ﹤0.01%
200
388
$2K ﹤0.01%
40
389
$2K ﹤0.01%
94
-1
390
$2K ﹤0.01%
+100
391
$2K ﹤0.01%
60
392
$2K ﹤0.01%
25
393
$2K ﹤0.01%
45
394
$2K ﹤0.01%
10
395
$2K ﹤0.01%
200
396
$2K ﹤0.01%
20
397
$1K ﹤0.01%
30
398
$1K ﹤0.01%
46
399
$1K ﹤0.01%
92
400
$1K ﹤0.01%
35
14 15
16
17 18