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
126
$266K 0.07%
1,538
127
$266K 0.07%
2,191
+9
128
$263K 0.07%
2,150
129
$254K 0.06%
2,388
+12
130
$250K 0.06%
2,395
+3
131
$245K 0.06%
+345
132
$243K 0.06%
9,072
+102
133
$238K 0.06%
6,001
+4
134
$237K 0.06%
5,093
135
$237K 0.06%
3,740
136
$235K 0.06%
1,857
137
$232K 0.06%
1,530
138
$232K 0.06%
1,157
-31
139
$222K 0.06%
11,297
140
$221K 0.06%
6,005
141
$220K 0.06%
+2,247
142
$220K 0.06%
2,028
+14
143
$216K 0.05%
+1,601
144
$216K 0.05%
+4,799
145
$211K 0.05%
8,779
+25
146
$209K 0.05%
+7,227
147
$207K 0.05%
2,157
+3
148
$207K 0.05%
+1,906
149
$206K 0.05%
+2,336
150
$204K 0.05%
+1,785
3 4 5
6
7