FCM

Firestone Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
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
176
$60K 0.03%
1,010
177
$59K 0.03%
2,344
178
$58K 0.03%
1,000
179
$58K 0.03%
2,475
-40
180
$56K 0.03%
2,419
181
$56K 0.03%
390
182
$55K 0.02%
400
183
$55K 0.02%
+2,876
184
$55K 0.02%
125
-70
185
$54K 0.02%
590
186
$53K 0.02%
1,000
187
$52K 0.02%
2,018
+264
188
$51K 0.02%
585
189
$49K 0.02%
500
190
$48K 0.02%
1,012
191
$48K 0.02%
1,610
192
$47K 0.02%
1,800
193
$47K 0.02%
733
194
$46K 0.02%
5,067
195
$46K 0.02%
+4,300
196
$45K 0.02%
+5,000
197
$45K 0.02%
2,550
+5
198
$44K 0.02%
260
199
$44K 0.02%
2,370
200
$44K 0.02%
720
6 7
8
9 10