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
101
$390K 0.1%
+7,407
102
$389K 0.1%
5,413
103
$388K 0.1%
2,839
-5
104
$378K 0.09%
4,686
105
$373K 0.09%
10,865
-1,181
106
$361K 0.09%
16,419
+2,000
107
$349K 0.09%
1,839
108
$343K 0.09%
12,384
+57
109
$331K 0.08%
11,640
110
$330K 0.08%
8,000
111
$330K 0.08%
1,215
112
$325K 0.08%
8,287
113
$321K 0.08%
8,917
-590
114
$319K 0.08%
9,259
115
$313K 0.08%
1,585
116
$313K 0.08%
6,897
-580
117
$311K 0.08%
14,850
118
$304K 0.08%
2,434
119
$299K 0.08%
2,332
+12
120
$296K 0.07%
2,918
-62
121
$279K 0.07%
1,815
-74
122
$279K 0.07%
1,066
123
$278K 0.07%
1,634
124
$274K 0.07%
1,080
125
$271K 0.07%
4,000
3 4
5
6 7