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
51
$585K 0.26%
27,190
+52
52
$533K 0.24%
33,751
53
$525K 0.24%
30,712
+1,064
54
$505K 0.23%
9,321
55
$487K 0.22%
4,903
-290
56
$483K 0.22%
8,902
57
$457K 0.2%
19,263
+1,117
58
$450K 0.2%
3,868
59
$428K 0.19%
8,676
60
$428K 0.19%
2,994
-456
61
$411K 0.18%
5,600
-280
62
$399K 0.18%
12,750
63
$388K 0.17%
2,897
64
$371K 0.17%
3,852
-100
65
$364K 0.16%
4,604
66
$364K 0.16%
8,160
67
$357K 0.16%
9,765
68
$350K 0.16%
4,424
69
$336K 0.15%
4,160
70
$332K 0.15%
2,000
71
$324K 0.15%
5,446
-180
72
$300K 0.13%
4,267
73
$290K 0.13%
3,600
74
$288K 0.13%
+10,635
75
$281K 0.13%
597
+198
1 2
3
4 5