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
76
$270K 0.12%
3,680
+60
77
$265K 0.12%
789
+26
78
$262K 0.12%
2,108
-120
79
$255K 0.11%
9,766
+36
80
$248K 0.11%
11,475
81
$229K 0.1%
6,893
+793
82
$226K 0.1%
1,634
83
$219K 0.1%
4,686
84
$212K 0.09%
597
-50
85
$208K 0.09%
5,395
86
$198K 0.09%
6,820
+2,995
87
$190K 0.09%
1,151
-65
88
$189K 0.08%
4,063
89
$189K 0.08%
2,499
90
$186K 0.08%
5,413
91
$186K 0.08%
1,338
92
$184K 0.08%
3,047
93
$184K 0.08%
5,234
94
$182K 0.08%
1,500
95
$179K 0.08%
4,000
96
$176K 0.08%
12,972
97
$175K 0.08%
1,075
-223
98
$173K 0.08%
1,839
99
$170K 0.08%
8,200
100
$168K 0.08%
4,920
2 3
4
5 6