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
51
$1.07M 0.27%
12,740
+1,662
52
$1.05M 0.26%
18,272
-1,139
53
$1.04M 0.26%
18,717
+1,821
54
$1.03M 0.26%
24,845
+9,448
55
$1.02M 0.26%
45,084
-5,337
56
$1M 0.25%
16,369
+10,784
57
$998K 0.25%
24,150
58
$995K 0.25%
6,002
+200
59
$923K 0.23%
3,715
60
$894K 0.22%
3,627
61
$887K 0.22%
4,012
+226
62
$878K 0.22%
30,074
-1,781
63
$869K 0.22%
5,197
-164
64
$828K 0.21%
29,400
+561
65
$794K 0.2%
4,760
66
$744K 0.19%
6,359
+12
67
$742K 0.19%
25,503
68
$726K 0.18%
4,478
-62
69
$709K 0.18%
18,499
70
$687K 0.17%
3,045
+396
71
$679K 0.17%
7,524
72
$664K 0.17%
20,589
-546
73
$663K 0.17%
6,942
-1,723
74
$662K 0.17%
4,424
75
$660K 0.17%
1,718
+573
1 2
3
4 5