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
126
$115K 0.05%
780
127
$113K 0.05%
500
128
$112K 0.05%
1,066
129
$110K 0.05%
2,739
+4
130
$109K 0.05%
1,580
131
$108K 0.05%
3,490
132
$106K 0.05%
2,040
133
$106K 0.05%
4,000
134
$105K 0.05%
+7,500
135
$103K 0.05%
1,266
136
$103K 0.05%
1,380
137
$102K 0.05%
18,829
-13
138
$101K 0.05%
855
139
$98K 0.04%
2,026
140
$97K 0.04%
1,692
141
$96K 0.04%
+6,370
142
$94K 0.04%
1,636
143
$93K 0.04%
1,200
-46
144
$92K 0.04%
1,652
+8
145
$91K 0.04%
1,000
146
$90K 0.04%
3,471
-350
147
$86K 0.04%
3,550
148
$85K 0.04%
785
149
$85K 0.04%
762
150
$84K 0.04%
400
4 5
6
7 8