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
201
$59K 0.02%
165
202
$58K 0.02%
500
203
$58K 0.02%
1,610
204
$58K 0.02%
125
205
$57K 0.02%
+2,074
206
$57K 0.02%
1,000
207
$56K 0.02%
5,000
208
$56K 0.02%
1,012
209
$54K 0.02%
1,000
210
$54K 0.02%
172
+52
211
$52K 0.02%
+560
212
$52K 0.02%
2,554
+4
213
$52K 0.02%
4,300
214
$50K 0.02%
470
+1
215
$50K 0.02%
+2,340
216
$49K 0.02%
385
217
$49K 0.02%
260
218
$49K 0.02%
200
219
$49K 0.02%
5,067
220
$49K 0.02%
+904
221
$49K 0.02%
+2,611
222
$49K 0.02%
733
223
$48K 0.02%
179
224
$48K 0.02%
+2,137
225
$47K 0.02%
580
7 8
9
10 11