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
$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
26
$1.83M 0.82%
6,994
-126
27
$1.78M 0.8%
15,401
-1,303
28
$1.51M 0.68%
8,546
+295
29
$1.48M 0.66%
41,208
+2,671
30
$1.39M 0.62%
6,629
-202
31
$1.35M 0.61%
16,320
-2,400
32
$1.34M 0.6%
12,369
+25
33
$1.22M 0.55%
19,163
-1,523
34
$1.19M 0.53%
6,082
+10
35
$1.17M 0.52%
5,465
-187
36
$1.13M 0.51%
5,322
-90
37
$1.06M 0.48%
9,002
+11
38
$1.06M 0.48%
21,197
-400
39
$1.04M 0.46%
17,201
-280
40
$1.03M 0.46%
3,728
-79
41
$1.03M 0.46%
76,470
+2,610
42
$1.02M 0.46%
41,408
-1,655
43
$966K 0.43%
23,627
+3,298
44
$929K 0.42%
24,729
-2,652
45
$898K 0.4%
4,562
-14
46
$854K 0.38%
24,888
-57
47
$833K 0.37%
30,252
-5,484
48
$728K 0.33%
4,889
49
$714K 0.32%
9,919
-44
50
$699K 0.31%
22,680
1
2
3 4 5