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
$263M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.2M
3 +$1.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$916K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$867K

Top Sells

1 +$402K
2 +$254K
3 +$214K
4
NSC icon
Norfolk Southern
NSC
+$178K
5
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$96.4K

Sector Composition

1 Technology 2.48%
2 Consumer Discretionary 2.05%
3 Communication Services 1.82%
4 Industrials 1.58%
5 Financials 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$105K 0.04%
780
152
$105K 0.04%
1,580
153
$103K 0.04%
1,200
154
$103K 0.04%
392
+261
155
$103K 0.04%
1,656
+4
156
$101K 0.04%
+3,050
157
$99K 0.04%
1,692
158
$98K 0.04%
1,440
+390
159
$98K 0.04%
+10,000
160
$96K 0.04%
1,150
-116
161
$96K 0.04%
6,370
162
$93K 0.04%
1,800
163
$90K 0.03%
1,412
164
$88K 0.03%
1,236
-400
165
$88K 0.03%
+2,972
166
$87K 0.03%
+1,852
167
$87K 0.03%
1,870
168
$87K 0.03%
948
169
$86K 0.03%
785
170
$86K 0.03%
4,000
171
$85K 0.03%
1,702
172
$85K 0.03%
3,300
173
$84K 0.03%
2,995
174
$83K 0.03%
692
175
$81K 0.03%
3,558
+1,188