FCM
Firestone Capital Management Portfolio holdings
AUM
$425M
1-Year Est. Return
12.56%
1 Year Est. Return
+12.56%
AUM
$381M
AUM Growth
-$21M
(-5.2%)
Holding
161
Top Buys
| 1 | +$1.63M | |
| 2 | +$936K | |
| 3 | +$863K | |
| 4 |
Abbott
ABT
|
+$542K |
| 5 |
AbbVie
ABBV
|
+$526K |
Top Sells
| 1 | +$7.48M | |
| 2 | +$3.68M | |
| 3 | +$2.7M | |
| 4 |
Invesco Large Cap Value ETF
PWV
|
+$2.13M |
| 5 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$2.09M |
Sector Composition
| 1 | Technology | 2.26% |
| 2 | Communication Services | 1.81% |
| 3 | Financials | 1.63% |
| 4 | Energy | 1.54% |
| 5 | Consumer Discretionary | 1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Bank of Montreal
BMO
$89.5B
| – | – |
-2,100
|
|
||
152
iShares MSCI KLD 400 Social ETF
DSI
$4.97B
| – | – |
-1,906
|
|
||
153
Invesco Large Cap Growth ETF
PWB
$1.34B
| – | – |
-36,137
|
|
||
|
154
Invesco Large Cap Value ETF
PWV
$1.19B
| – | – |
-37,513
|
|
||
155
Invesco S&P 500 Equal Weight ETF
RSP
$74B
| – | – |
-42,691
|
|
||
156
Tesla
TSLA
$1.46T
| – | – |
-715
|
|
||
|
157
Invesco S&P MidCap Quality ETF
XMHQ
$5.41B
| – | – |
-21,255
|
|
||
158
VanEck Natural Resources ETF
HAP
$175M
| – | – |
-7,137
|
|
||
159
iShares Gold Trust
IAU
$64.3B
| – | – |
-54,604
|
|
||
160
iShares Russell Mid-Cap ETF
IWR
$44.3B
| – | – |
-2,336
|
|
||
161
Invesco FTSE RAFI US 1000 ETF
PRF
$8.55B
| – | – |
-14,260
|
|