FCM

Firestone Capital Management Portfolio holdings

AUM $471M
1-Year Est. Return 14.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.07%
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
+$313K
3
+$285K
4
AMZN icon
Amazon
AMZN
+$199K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$135K

Top Sells

1
+$1.06M
2
+$483K
3
+$456K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$394K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$341K

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
401
$1K ﹤0.01%
275
402
$1K ﹤0.01%
104
+1
403
$1K ﹤0.01%
+50
404
$1K ﹤0.01%
12
405
$1K ﹤0.01%
30
406
$1K ﹤0.01%
46
407
$1K ﹤0.01%
92
408
$1K ﹤0.01%
35
409
$1K ﹤0.01%
+32
410
$1K ﹤0.01%
67
411
$1K ﹤0.01%
+2
412
$1K ﹤0.01%
+100
413
$1K ﹤0.01%
140
414
– –
-124
415
– –
0
416
– –
-1,000
417
– –
-695
418
$0 ﹤0.01%
1
-675
419
– –
-31
420
– –
-375
421
$0 ﹤0.01%
25
422
$0 ﹤0.01%
7
423
$0 ﹤0.01%
+61
424
$0 ﹤0.01%
105
425
$0 ﹤0.01%
25
15 16
17
18 19