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
376
$8K ﹤0.01%
116
377
$8K ﹤0.01%
420
378
$8K ﹤0.01%
73
379
$8K ﹤0.01%
500
380
$7K ﹤0.01%
25
381
$7K ﹤0.01%
+1,125
382
$7K ﹤0.01%
221
+2
383
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+101
384
$7K ﹤0.01%
+50
385
$6K ﹤0.01%
80
386
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+50
387
$6K ﹤0.01%
100
-555
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226
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21
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100
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$6K ﹤0.01%
60
392
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27
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$6K ﹤0.01%
1,980
+499
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120
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135
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+214
398
$6K ﹤0.01%
+50
399
$6K ﹤0.01%
102
400
$6K ﹤0.01%
50
+30