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
451
– –
-40
452
– –
-594
453
$0 ﹤0.01%
+2
454
$0 ﹤0.01%
33
455
– –
-75
456
– –
-96
457
– –
-124
458
– –
0
459
– –
-1,000
460
– –
-695
461
$0 ﹤0.01%
1
-675
462
– –
-31
463
– –
-375
464
$0 ﹤0.01%
25
465
$0 ﹤0.01%
11
466
$0 ﹤0.01%
+61
467
$0 ﹤0.01%
105
468
$0 ﹤0.01%
25
469
$0 ﹤0.01%
210
470
– –
-41
15 16 17 18
19