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
$399M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.73M
3
+$807K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$659K
5
AAPL icon
Apple
AAPL
+$575K

Top Sells

1
+$1.2M
2
+$557K
3
+$538K
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$510K
5
TSLA icon
Tesla
TSLA
+$456K

Sector Composition

1 Technology 2.36%
2 Communication Services 1.89%
3 Financials 1.59%
4 Energy 1.21%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.3M 0.83%
14,949
+91
27
$3.24M 0.81%
56,069
+7,772
28
$3.21M 0.81%
37,999
-3,032
29
$2.93M 0.74%
28,923
+1,012
30
$2.74M 0.69%
58,878
+5,585
31
$2.65M 0.66%
53,258
-7,416
32
$2.6M 0.65%
49,288
+1,963
33
$2.6M 0.65%
35,825
+1,019
34
$2.54M 0.64%
5,512
35
$2.41M 0.6%
4,176
+239
36
$2.23M 0.56%
9,181
+106
37
$2.23M 0.56%
19,005
+1,004
38
$2.2M 0.55%
+21,493
39
$2.19M 0.55%
37,513
-702
40
$2.06M 0.52%
79,934
+11,908
41
$2.01M 0.5%
25,748
-2,675
42
$1.98M 0.5%
10,603
-1,989
43
$1.51M 0.38%
3,726
-104
44
$1.38M 0.35%
38,866
-2,027
45
$1.33M 0.33%
9,050
+1
46
$1.32M 0.33%
15,814
-288
47
$1.3M 0.33%
14,978
+53
48
$1.27M 0.32%
22,103
-310
49
$1.17M 0.29%
3,567
+4
50
$1.16M 0.29%
5,486
-23
1
2
3 4 5