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
$292M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$741K
2 +$491K
3 +$381K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$347K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$338K

Sector Composition

1 Technology 1.87%
2 Communication Services 1.71%
3 Energy 1.62%
4 Consumer Discretionary 1.37%
5 Financials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$270K 0.09%
17,994
+58
102
$269K 0.09%
8,000
103
$267K 0.09%
3,405
104
$263K 0.09%
11,664
+30
105
$260K 0.09%
9,094
106
$250K 0.09%
5,215
107
$250K 0.09%
4,689
+3
108
$241K 0.08%
2,341
+7
109
$236K 0.08%
1,585
110
$235K 0.08%
2,277
+13
111
$234K 0.08%
3,106
+312
112
$234K 0.08%
2,654
113
$232K 0.08%
10,116
+15
114
$231K 0.08%
5,413
115
$226K 0.08%
3,897
+500
116
$225K 0.08%
3,740
117
$224K 0.08%
1,538
118
$221K 0.08%
1,151
119
$218K 0.07%
4,000
120
$213K 0.07%
2,434
-72
121
$206K 0.07%
1,080
122
$205K 0.07%
5,093
123
$205K 0.07%
+1,839
124
$202K 0.07%
1,970
+8
125
$158K 0.05%
11,297