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
201
$43K 0.02%
1,786
202
$43K 0.02%
385
203
$43K 0.02%
370
204
$42K 0.02%
1,000
205
$42K 0.02%
200
-10
206
$41K 0.02%
309
207
$40K 0.02%
780
208
$40K 0.02%
179
209
$40K 0.02%
469
210
$38K 0.02%
580
211
$38K 0.02%
1,245
212
$38K 0.02%
620
213
$37K 0.02%
1,136
214
$37K 0.02%
655
215
$37K 0.02%
410
216
$36K 0.02%
482
217
$36K 0.02%
1,727
218
$35K 0.02%
1,138
219
$35K 0.02%
5,286
-40
220
$34K 0.02%
+3,178
221
$33K 0.01%
525
-200
222
$33K 0.01%
120
223
$33K 0.01%
1,190
+2
224
$32K 0.01%
1,050
-400
225
$32K 0.01%
393
+300
7 8
9
10 11