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
$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
1
$33.1M 14.82%
608,771
-1,364
2
$21.2M 9.47%
164,419
-8,422
3
$13.7M 6.14%
105,785
-3,790
4
$11.4M 5.11%
226,385
-6,721
5
$8.05M 3.6%
47,264
+274
6
$7.56M 3.39%
95,791
-713
7
$7.24M 3.24%
560,520
-1,146
8
$7.09M 3.17%
85,561
-1,156
9
$5.49M 2.46%
29,353
-2,135
10
$4.84M 2.17%
46,296
+2,991
11
$4.49M 2.01%
82,399
+728
12
$4.18M 1.87%
266,112
-102
13
$4.16M 1.86%
155,526
-1,746
14
$4.09M 1.83%
12,218
-985
15
$4.08M 1.83%
230,850
+17,384
16
$3.95M 1.77%
91,416
-4,139
17
$3.59M 1.61%
10,591
-187
18
$3.43M 1.54%
37,153
-970
19
$3.07M 1.37%
58,072
-1,753
20
$2.6M 1.17%
196,176
-4,218
21
$2.22M 0.99%
14,804
-240
22
$2.2M 0.98%
31,656
-800
23
$2.14M 0.96%
22,363
-551
24
$2.11M 0.95%
13,420
+1,260
25
$1.88M 0.84%
32,135
1
2 3 4 5