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
101
$167K 0.07%
3,217
-305
102
$166K 0.07%
4,782
-149
103
$164K 0.07%
1,080
104
$159K 0.07%
5,075
105
$157K 0.07%
5,500
106
$155K 0.07%
2,212
107
$151K 0.07%
2,356
108
$148K 0.07%
3,469
+1,421
109
$139K 0.06%
10,000
110
$137K 0.06%
1,552
111
$137K 0.06%
1,685
112
$135K 0.06%
1,300
113
$135K 0.06%
855
114
$134K 0.06%
2,336
115
$134K 0.06%
2,304
116
$132K 0.06%
2,852
-280
117
$130K 0.06%
1,732
-300
118
$127K 0.06%
2,740
119
$123K 0.06%
561
+1
120
$122K 0.05%
1,215
121
$122K 0.05%
3,108
+634
122
$121K 0.05%
4,130
123
$119K 0.05%
1,661
124
$116K 0.05%
541
+191
125
$116K 0.05%
11,000
3 4
5
6 7