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
$269M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$6.94M
2 +$2.15M
3 +$1.71M
4
PWV icon
Invesco Large Cap Value ETF
PWV
+$1.65M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$1.25M

Sector Composition

1 Energy 1.8%
2 Technology 1.78%
3 Utilities 1.25%
4 Financials 1.21%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$336K 0.12%
6,558
-996
77
$334K 0.12%
6,775
78
$326K 0.12%
+929
79
$312K 0.12%
2,960
80
$305K 0.11%
16,548
+43
81
$303K 0.11%
10,818
+1,107
82
$301K 0.11%
13,650
83
$296K 0.11%
4,490
-89
84
$295K 0.11%
1,634
85
$288K 0.11%
+2,654
86
$285K 0.11%
2,843
+12
87
$279K 0.1%
11,752
+513
88
$277K 0.1%
8,390
89
$273K 0.1%
598
90
$266K 0.1%
2,163
+10
91
$265K 0.1%
2,445
+18
92
$261K 0.1%
2,150
-200
93
$259K 0.1%
+1,412
94
$255K 0.09%
+5,215
95
$252K 0.09%
1,500
96
$249K 0.09%
1,839
97
$246K 0.09%
5,413
98
$244K 0.09%
+3,712
99
$241K 0.09%
+2,315
100
$241K 0.09%
5,093