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
$278M
AUM Growth
+$8.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$628K
2 +$509K
3 +$420K
4
JPM icon
JPMorgan Chase
JPM
+$261K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Sector Composition

1 Technology 1.96%
2 Energy 1.64%
3 Communication Services 1.44%
4 Financials 1.41%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,775
127
-28,321