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
151
$84K 0.04%
1,702
152
$83K 0.04%
1,280
153
$82K 0.04%
1,412
154
$79K 0.04%
1,800
155
$79K 0.04%
+3,300
156
$78K 0.03%
1,053
-135
157
$77K 0.03%
2,827
158
$77K 0.03%
948
159
$75K 0.03%
1,940
160
$75K 0.03%
4,000
161
$75K 0.03%
2,995
162
$74K 0.03%
1,870
163
$72K 0.03%
2,000
164
$70K 0.03%
1,130
+480
165
$70K 0.03%
692
166
$70K 0.03%
423
167
$69K 0.03%
1,150
168
$69K 0.03%
220
-50
169
$67K 0.03%
400
-45
170
$66K 0.03%
5,154
171
$63K 0.03%
1,050
172
$63K 0.03%
165
173
$63K 0.03%
+3,121
174
$61K 0.03%
1,000
175
$60K 0.03%
1,000